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

Jean-Paul Ceballo

Primerica Advisorsnational BDHamden, Ct dual registrantIAPD 7191713

Feed of 09/14/2026

At current firm

0 y

since Jun 29, 2026

In the industry

11 y

since Apr 1, 2015 (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

Primerica Advisors national BD current
since Jun 29, 2026 · Port Charlotte, Fl
LPL Financial LLC BD affiliated
Apr 2, 2025 to Aug 20, 2025 · Port Charlotte, Fl
Charles Schwab & Co., Inc. national BD
Jan 17, 2025 to Mar 10, 2025 · Sarasota, Fl
Farther independent RIA
Jul 22, 2024 to Aug 19, 2024 · Port Charlotte, Fl
Equitable Advisors, LLC national BD
Mar 28, 2024 to Jul 24, 2024 · Fort Myers, Fl
Pruco Securities, LLC no RAUM
Nov 15, 2023 to Nov 21, 2023 · Tampa, Fl
Vertis Wealth, LLC independent RIA
Jul 19, 2023 to Sep 29, 2023 · Fort Myers, Fl
Wells Fargo Advisors wirehouse
Apr 1, 2022 to Jun 22, 2022 · Coral Gables, Fl
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 28, 2020 to Oct 15, 2021 · Sarasota, Fl

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Primerica Advisors
left Aug 20, 2025, registered Jun 29, 2026 (313 days) · Affiliated broker-dealer or bank to another
Charles Schwab & Co., Inc. to LPL Financial LLC
left Mar 10, 2025, registered Apr 2, 2025 (23 days) · Affiliated broker-dealer or bank to another
Farther to Charles Schwab & Co., Inc.
left Aug 19, 2024, registered Jan 17, 2025 (151 days) · RIA to affiliated broker-dealer or bank
Equitable Advisors, LLC to Farther
left Jul 24, 2024, registered Jul 22, 2024 (-2 days) · Affiliated broker-dealer or bank to independent RIA
Pruco Securities, LLC to Equitable Advisors, LLC
left Nov 21, 2023, registered Mar 28, 2024 (128 days) · Affiliated broker-dealer or bank to another · moved with a team
Vertis Wealth, LLC to Pruco Securities, LLC
left Sep 29, 2023, registered Nov 15, 2023 (47 days) · RIA to affiliated broker-dealer or bank
Wells Fargo Advisors to Vertis Wealth, LLC
left Jun 22, 2022, registered Jul 19, 2023 (392 days) · Wirehouse to independent RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisors
left Oct 15, 2021, registered Apr 1, 2022 (168 days) · Wirehouse to wirehouse

Signals

Jean-Paul Ceballo left Lpl Financial Llc for Primerica Advisors (registered 2026-06-29)
Aug 20, 2025 · Advisor changed firm · fact
Jean-Paul Ceballo left Charles Schwab & Co., Inc. for Lpl Financial Llc (registered 2025-04-02)
Mar 10, 2025 · Advisor changed firm · fact
Jean-Paul Ceballo left Farther for Charles Schwab & Co., Inc. (registered 2025-01-17)
Aug 19, 2024 · Advisor changed firm · fact
Jean-Paul Ceballo left Equitable Advisors, Llc for Farther (registered 2024-07-22)
Jul 24, 2024 · Advisor changed firm · fact
Jean-Paul Ceballo left Pruco Securities, Llc for Equitable Advisors, Llc (registered 2024-03-28)
Nov 21, 2023 · Advisor changed firm · fact
Jean-Paul Ceballo left Vertis Wealth, Llc for Pruco Securities, Llc (registered 2023-11-15)
Sep 29, 2023 · Advisor changed firm · fact
Jean-Paul Ceballo left Wells Fargo Advisors for Vertis Wealth, Llc (registered 2023-07-19)
Jun 22, 2022 · 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: National broker-dealer RIAderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address