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 Jonathan Pop
At current firm
1 y
since Aug 14, 2025
In the industry
11 y
since May 1, 2015 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
6
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Emerson Equity LLC BD affiliated currentsince Aug 14, 2025 · Irvine, Ca
- Park Avenue Securities LLC BD affiliatedFeb 6, 2023 to Aug 20, 2025 · San Diego, Ca
- Ameriprise Financial Services, LLC national BDOct 7, 2022 to Dec 14, 2022 · Pleasant Ridge, Mi
Moves
a registration end followed by a registration begin elsewhere
- Park Avenue Securities LLC to Emerson Equity LLCleft Aug 20, 2025, registered Aug 14, 2025 (-6 days) · Affiliated broker-dealer or bank to another
- Ameriprise Financial Services, LLC to Park Avenue Securities LLCleft Dec 14, 2022, registered Feb 6, 2023 (54 days) · Affiliated broker-dealer or bank to another
Signals
- Ionatan Pop left Park Avenue Securities Llc for Emerson Equity Llc (registered 2025-08-14)Aug 20, 2025 · Advisor changed firm · fact
- Ionatan Pop left Ameriprise Financial Services, Llc for Park Avenue Securities Llc (registered 2023-02-06)Dec 14, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address