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

Baylis Jadamec

Kestra Advisory Services, LLCBD affiliated Hamlton, Nj dual registrantIAPD 7655958

Certified Financial Planner

Feed of 09/14/2026

At current firm

0 y

since Jun 10, 2026

In the industry

12 y

since Sep 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

Kestra Advisory Services, LLC BD affiliated current
since Jun 10, 2026 · Hamlton, Nj
MML Investors Services, LLC BD affiliated
Nov 5, 2025 to Apr 15, 2026 · Iselin, Nj
Garden State Investment Advisory Services, LLC independent RIA
Nov 6, 2024 to Oct 20, 2025 · Red Bank, Nj
Esi Financial Advisors independent RIA
Jan 30, 2024 to Nov 7, 2024 · Media, Pa
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Feb 1, 2023 to Jan 12, 2024 · Pennington, Nj

Moves

a registration end followed by a registration begin elsewhere

MML Investors Services, LLC to Kestra Advisory Services, LLC
left Apr 15, 2026, registered Jun 10, 2026 (56 days) · Affiliated broker-dealer or bank to another
Garden State Investment Advisory Services, LLC to MML Investors Services, LLC
left Oct 20, 2025, registered Nov 5, 2025 (16 days) · RIA to affiliated broker-dealer or bank
Esi Financial Advisors to Garden State Investment Advisory Services, LLC
left Nov 7, 2024, registered Nov 6, 2024 (-1 days) · RIA to RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Esi Financial Advisors
left Jan 12, 2024, registered Jan 30, 2024 (18 days) · Wirehouse to independent RIA

Signals

Baylis Jadamec left Mml Investors Services, Llc for Kestra Advisory Services, Llc (registered 2026-06-10)
Apr 15, 2026 · Advisor changed firm · fact
Baylis Jadamec left Garden State Investment Advisory Services, Llc for Mml Investors Services, Llc (registered 2025-11-05)
Oct 20, 2025 · Advisor changed firm · fact
Baylis Jadamec left Esi Financial Advisors for Garden State Investment Advisory Services, Llc (registered 2024-11-06)
Nov 7, 2024 · Advisor changed firm · fact
Baylis Jadamec left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Esi Financial Advisors (registered 2024-01-30)
Jan 12, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address