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
Jeffrey Carl Ingersoll
Feed of 09/14/2026
Also filed as Jeffrey C Ingersoll
At current firm
5 y
since Jan 13, 2021
In the industry
39 y
since Mar 2, 1987 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Drive Wealth Advisers independent RIA currentsince Jan 13, 2021 · Lehi, Ut
- Magellan Capital LLC unclassifiedJul 13, 2018 to Jan 7, 2021 · Lehi, Ut
- Allegis Investment Advisors, LLC formerApr 28, 2016 to Jun 20, 2018 · South Jordan, Ut
- Knox Capital Advisors, LLC formerDec 20, 2013 to Apr 28, 2016 · Draper, Ut
- J P Turner & Company Capital Management, LLC formerMar 15, 2010 to Nov 27, 2013 · Highland, Ut
- Insphere Securities, Inc. unclassifiedApr 7, 2008 to Mar 4, 2010 · Midvale, Ut
- Knox Capital Advisors, LLC formerFeb 16, 2006 to Oct 18, 2007 · Draper, Ut
- M Holdings Securities, Inc. BD affiliatedSep 29, 2004 to Sep 2, 2005 · Draper, Ut
- Osaic Fa, Inc. formerFeb 2, 2001 to Sep 2, 2004 · Salt Lake City, Ut
Moves
a registration end followed by a registration begin elsewhere
- Magellan Capital LLC to Drive Wealth Advisersleft Jan 7, 2021, registered Jan 13, 2021 (6 days) · Other · moved with a team
- Allegis Investment Advisors, LLC to Magellan Capital LLCleft Jun 20, 2018, registered Jul 13, 2018 (23 days) · Other
- Knox Capital Advisors, LLC to Allegis Investment Advisors, LLCleft Apr 28, 2016, registered Apr 28, 2016 (0 days) · Other
- J P Turner & Company Capital Management, LLC to Knox Capital Advisors, LLCleft Nov 27, 2013, registered Dec 20, 2013 (23 days) · Other
- Insphere Securities, Inc. to J P Turner & Company Capital Management, LLCleft Mar 4, 2010, registered Mar 15, 2010 (11 days) · Other
- Knox Capital Advisors, LLC to Insphere Securities, Inc.left Oct 18, 2007, registered Apr 7, 2008 (172 days) · Other
- M Holdings Securities, Inc. to Knox Capital Advisors, LLCleft Sep 2, 2005, registered Feb 16, 2006 (167 days) · Other
- Osaic Fa, Inc. to M Holdings Securities, Inc.left Sep 2, 2004, registered Sep 29, 2004 (27 days) · Other
Signals
No dated event on this person.
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
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address