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
Jimmy Ray Nash
Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Jim Nash
At current firm
4 y
since Nov 1, 2021
In the industry
34 y
since Jun 8, 1992 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
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
- Creativeone Securities, LLC BD affiliated currentsince Nov 1, 2021 · Overland Park, Ks
- First Heartland Consultants, Inc. BD affiliatedDec 17, 2019 to Oct 29, 2021 · Brandon, Ms
- Cetera Advisors LLC formerAug 27, 2018 to Dec 26, 2019 · Brandon, Ms
- Oneamerica Securities, Inc. BD affiliatedJul 11, 2007 to Aug 30, 2018 · Brandon, Ms
- Carillon Investments, Inc. unclassifiedJun 14, 2004 to Sep 27, 2005 · Brandon, Ms
- MML Investors Services, LLC BD affiliatedJan 31, 2000 to Jun 2, 2004 · Brandon, Ms
Moves
a registration end followed by a registration begin elsewhere
- First Heartland Consultants, Inc. to Creativeone Securities, LLCleft Oct 29, 2021, registered Nov 1, 2021 (3 days) · Affiliated broker-dealer or bank to another
- Cetera Advisors LLC to First Heartland Consultants, Inc.left Dec 26, 2019, registered Dec 17, 2019 (-9 days) · Affiliated broker-dealer or bank to another
- Oneamerica Securities, Inc. to Cetera Advisors LLCleft Aug 30, 2018, registered Aug 27, 2018 (-3 days) · Affiliated broker-dealer or bank to another
- Carillon Investments, Inc. to Oneamerica Securities, Inc.left Sep 27, 2005, registered Jul 11, 2007 (652 days) · Other
- MML Investors Services, LLC to Carillon Investments, Inc.left Jun 2, 2004, registered Jun 14, 2004 (12 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address