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.
Feed of 09/15/2026
Also filed as Jen Weynands
At current firm
1 y
since Jul 3, 2025
In the industry
11 y
since Jul 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Farther independent RIA currentsince Jul 3, 2025 · San Francisco, Ca
- RBC Capital Markets, LLC national BDNov 9, 2023 to Jul 7, 2025 · Dallas, Tx
- UBS Financial Services Inc. wirehouseJun 15, 2022 to Mar 7, 2023 · Seattle, Wa
- Adams Financial Concepts, LLC formerAug 24, 2021 to Aug 30, 2022 · Seattle, Wa
Moves
a registration end followed by a registration begin elsewhere
- RBC Capital Markets, LLC to Fartherleft Jul 7, 2025, registered Jul 3, 2025 (-4 days) · Affiliated broker-dealer or bank to independent RIA
- UBS Financial Services Inc. to RBC Capital Markets, LLCleft Mar 7, 2023, registered Nov 9, 2023 (247 days) · Wirehouse to affiliated broker-dealer or bank
- Adams Financial Concepts, LLC to UBS Financial Services Inc.left Aug 30, 2022, registered Jun 15, 2022 (-76 days) · RIA to wirehouse
Signals
- Jensen Reagan Weynands left Rbc Capital Markets, Llc for Farther (registered 2025-07-03)Jul 7, 2025 · Advisor changed firm · fact
- Jensen Reagan Weynands left Ubs Financial Services Inc. for Rbc Capital Markets, Llc (registered 2023-11-09)Mar 7, 2023 · Advisor changed firm · fact
- Jensen Reagan Weynands left Adams Financial Concepts, Llc for Ubs Financial Services Inc. (registered 2022-06-15)Aug 30, 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
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address