DFX Intelligence
Advisors
Advisors registered through Alight Financial Advisors, LLC
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Jarret T Roberts dual registrant | Alight Financial Advisors, LLC independent RIA | Saint Petersburg, Fl | May 16, 2022 | 13 y | 1 | 1 |
| Jason Michael Roberts dual registrant | Alight Financial Advisors, LLC independent RIA | Charlotte, Nc | Apr 29, 2020 | 23 y | 3 | 2 |
| James Russell Certified Financial Planner, Chartered Financial Consultant | Alight Financial Advisors, LLC independent RIA | Phoenix, Az | Nov 14, 2025 | 21 y | 4 | 2 |
| F•••••• J••• B•••••• S••• Certified Financial Planner · dual registrant | A••••• F•••••••• A•••••••• L•• independent RIA | Charlotte, Nc | Nov 19, 2019 | 34 y | 0 | 1 |
| T•••••• J•••• S•••••• | A••••• F•••••••• A•••••••• L•• independent RIA | Denver, Co | Mar 10, 2026 | 10 y | 0 | 2 |
| V•••• V••••••• S••••• dual registrant | A••••• F•••••••• A•••••••• L•• independent RIA | Charlotte, Nc | Dec 5, 2025 | 12 y | 2 | 1 |
| E•••• L•• S•••••• dual registrant | A••••• F•••••••• A•••••••• L•• independent RIA | Longs, Sc | Oct 8, 2025 | 11 y | 0 | 2 |
| M••• K••••••• S••••• dual registrant | A••••• F•••••••• A•••••••• L•• independent RIA | Charlotte, Nc | Mar 24, 2022 | 10 y | 1 | 1 |
| R••••• M•••••• V••••• | A••••• F•••••••• A•••••••• L•• independent RIA | Lincolnshire, Il | Feb 2, 2016 | 13 y | 0 | 1 |
| E••• E••••• V•• W•••••• dual registrant | A••••• F•••••••• A•••••••• L•• independent RIA | Hardeeville, Sc | Jan 3, 2024 | 10 y | 1 | 2 |
| M••• R••••• V•••••• Chartered Financial Consultant · dual registrant | A••••• F•••••••• A•••••••• L•• independent RIA | Westminster, Co | Sep 18, 2025 | 28 y | 0 | 2 |
| J••••••• M•••••• W•••• dual registrant | A••••• F•••••••• A•••••••• L•• independent RIA | Charlotte, Nc | Jul 3, 2025 | 19 y | 2 | 1 |
| B••••••• S• W••••• dual registrant | A••••• F•••••••• A•••••••• L•• independent RIA | Charlotte, Nc | Feb 9, 2026 | 14 y | 2 | 2 |
| A••••• W••••• dual registrant | A••••• F•••••••• A•••••••• L•• independent RIA | Charlotte, Nc | Oct 11, 2019 | 10 y | 1 | 1 |
| A•••• M•••• Y•••• dual registrant | A••••• F•••••••• A•••••••• L•• independent RIA | Charlotte, Nc | Aug 3, 2021 | 13 y | 2 | 3 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
Page 2 of 2Previous
65 advisors match.