DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jason Douglas Greenfield

MML Investors Services, LLCBD affiliatedBoston, Madual registrantIAPD 7168543

Feed of 09/14/2026

Also filed as Jason Greenfield

At current firm

0 y

since Aug 5, 2026

In the industry

13 y

since Aug 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

MML Investors Services, LLC BD affiliated current
since Aug 5, 2026 · Boston, Ma
Sanctuary Advisors, LLC BD affiliated
May 18, 2023 to Jul 22, 2026 · New York, Ny
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 19, 2020 to May 19, 2023 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

Sanctuary Advisors, LLC to MML Investors Services, LLC
left Jul 22, 2026, registered Aug 5, 2026 (14 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Sanctuary Advisors, LLC
left May 19, 2023, registered May 18, 2023 (-1 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team

Signals

Jason Douglas Greenfield left Sanctuary Advisors, Llc for Mml Investors Services, Llc (registered 2026-08-05)
Jul 22, 2026 · Advisor changed firm · fact
Jason Douglas Greenfield left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Sanctuary Advisors, Llc (registered 2023-05-18)
May 19, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address