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

David Manjarres

J.P. Morgan Securities LLCwirehouseMiami, Fldual registrantIAPD 7506333

Feed of 09/14/2026

At current firm

0 y

since Jul 14, 2026

In the industry

12 y

since May 1, 2014 (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

J.P. Morgan Securities LLC wirehouse current
since Jul 14, 2026 · Miami, Fl
Hsbc Securities (USA) Inc. BD affiliated
Mar 24, 2026 to Jul 16, 2026 · Miami, Fl
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
May 15, 2024 to Mar 15, 2026 · Fort Lauderdale, Fl
Principal Securities, Inc. BD affiliated
Mar 1, 2024 to May 3, 2024 · Jacksonville, Fl

Moves

a registration end followed by a registration begin elsewhere

Hsbc Securities (USA) Inc. to J.P. Morgan Securities LLC
left Jul 16, 2026, registered Jul 14, 2026 (-2 days) · Affiliated broker-dealer or bank to wirehouse
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Hsbc Securities (USA) Inc.
left Mar 15, 2026, registered Mar 24, 2026 (9 days) · Wirehouse to affiliated broker-dealer or bank
Principal Securities, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left May 3, 2024, registered May 15, 2024 (12 days) · Affiliated broker-dealer or bank to wirehouse

Signals

David Manjarres left Hsbc Securities (Usa) Inc. for J.P. Morgan Securities Llc (registered 2026-07-14)
Jul 16, 2026 · Advisor changed firm · fact
David Manjarres left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Hsbc Securities (Usa) Inc. (registered 2026-03-24)
Mar 15, 2026 · Advisor changed firm · fact
David Manjarres left Principal Securities, Inc. for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-05-15)
May 3, 2024 · 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: Wirehousederived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address