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
Tara Juliette Kravas
Certified Financial Planner
Feed of 09/16/2026
Also filed as Tara Kravas
At current firm
0 y
since Sep 15, 2026
In the industry
12 y
since Aug 1, 2014 (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
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
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse currentsince Sep 15, 2026 · Chicago, Il
- Jfg Family Office independent RIADec 12, 2024 to Aug 17, 2026 · Denver, Co
- Jfg Wealth Management, LLC formerDec 12, 2024 to Jan 19, 2026 · Denver, Co
- William Blair & Company L.L.C. BD affiliatedDec 20, 2022 to Dec 20, 2024 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Jfg Family Office to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Aug 17, 2026, registered Sep 15, 2026 (29 days) · RIA to wirehouse
- Jfg Wealth Management, LLC to Jfg Family Officeleft Jan 19, 2026, registered Dec 12, 2024 (-403 days) · corporate re-registration, not a move
- William Blair & Company L.L.C. to Jfg Wealth Management, LLCleft Dec 20, 2024, registered Dec 12, 2024 (-8 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Tara Juliette Kravas registered as an investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 15, 2026 · Advisor registered · fact
- Tara Juliette Kravas left Jfg Family Office for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2026-09-15)Aug 17, 2026 · 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