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J•••• B• R••••• R•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

J•••• B• R••••• R•••

Advisor at S•••••• C•••••• L••

INDIANAPOLIS, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c7f0121d-c088-2045-1fac-5674070ee45b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 28, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: S•••••• C•••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 16, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••• C•••••• L••	Independent wealth	Feb 17, 2023	n/a	yes	INDIANAPOLIS, IN	Current employment
S•••••• N••••••• • C••••••• I•••••••••	National bd RIA	Apr 13, 2020	Mar 17, 2023	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• N••••••• • C••••••• I•••••••••	S•••••• C•••••• L••	Mar 17, 2023	Feb 17, 2023	-28	Firm change	Ibd to new firm
J••• M••••• S••••••••• L••	S•••••• N••••••• • C••••••• I•••••••••	May 15, 2012

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
793:324899:IN:2023-03-17	Mar 17, 2023	Feb 17, 2023	INDIANAPOLIS, IN	Firm change

Relationships

Registered with (6)

→ S•••••• C•••••• L••Registered adviserregistration: current employment
Feb 17, 2023 to presentfactForm ADV
→ S•••••• N••••••• • C••••••• I•••••••••Registered adviserregistration: previous registration
Apr 13, 2020 to Mar 17, 2023factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Sep 17, 2010 to May 15, 2012factForm ADV
→ M••••• S••••••

Dated events

Occurred
Mar 17, 2023
Advisor changed firm
J•••• B• R••••• R••• left S•••••• N••••••• • C••••••• I••••••••• for S•••••• C•••••• L•• (registered 2023-02-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c7f0121d-c088-2045-1fac-5674070ee45b
First observed: Jan 28, 2003
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.