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 09/14/2026
Also filed as Jansen E Mccabe
At current firm
0 y
since Apr 20, 2026
In the industry
11 y
since Sep 1, 2015 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Fisher Investments independent RIA currentsince Apr 20, 2026 · Plano, Tx
- Advice And Planning Services BD affiliatedJan 30, 2025 to Mar 30, 2026 · Dallas, Tx
- Demarche no RAUMMar 22, 2024 to Jan 7, 2025 · Overland Park, Ks
- Demarche otherMar 22, 2024 to Jan 7, 2025 · Overland Park, Ks
- Securian Financial Services, Inc. formerApr 5, 2022 to Aug 9, 2022 · Overland Park, Ks
Moves
a registration end followed by a registration begin elsewhere
- Advice And Planning Services to Fisher Investmentsleft Mar 30, 2026, registered Apr 20, 2026 (21 days) · Affiliated broker-dealer or bank to independent RIA
- Demarche to Demarcheleft Jan 7, 2025, registered Mar 22, 2024 (-291 days) · channel change inside one enterprise, not a move
- Demarche to Advice And Planning Servicesleft Jan 7, 2025, registered Jan 30, 2025 (23 days) · Other
- Securian Financial Services, Inc. to Demarcheleft Aug 9, 2022, registered Mar 22, 2024 (591 days) · Other
Signals
- Jansen Eugene Mccabe left Advice And Planning Services for Fisher Investments (registered 2026-04-20)Mar 30, 2026 · Advisor changed firm · fact
- Jansen Eugene Mccabe left Demarche for Advice And Planning Services (registered 2025-01-30)Jan 7, 2025 · Advisor changed firm · fact
- Jansen Eugene Mccabe left Securian Financial Services, Inc. for Demarche (registered 2024-03-22)Aug 9, 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