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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J•••• O••••• J•••

C••••• I••••••••• A••••••• L••BD affiliatedCleveland, Oh dual registrantIAPD 1058679

Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Dell Judd

At current firm

5 y

since Jul 21, 2021

In the industry

32 y

since Aug 8, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Designations: CLU, ChFCreportedvanfin.comas printed on the bio page, Sep 16, 2026
Business email: djudd@vanfin.comreportedvanfin.comfirm site, Sep 15, 2026
Professional profile: vanfin.com/team/dell-juddreportedvanfin.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

C••••• I••••••••• A••••••• L•• BD affiliated current
since Jun 29, 2023 · Cleveland, Oh
V•••••• F•••••••• G••••• I••• independent RIA current
since Jul 21, 2021 · Cleveland, Oh
L••• S••••• A•••••••• L•• former
Jul 2, 2018 to Oct 1, 2020 · Cleveland, Oh
C••••• A•••••• N••••••• L•• former
Nov 1, 2017 to Jul 5, 2018 · Cleveland, Oh
G••••• S••••••••• I••• former
Feb 1, 2006 to Nov 1, 2017 · Ft. Myers, Fl
O••••• F••••••••• I••• unclassified
Mar 27, 2003 to Dec 1, 2009 · Cleveland, Oh
L•• F•••••••• L•• BD affiliated
Oct 15, 1999 to Feb 2, 2006 · Cleveland, Oh

Moves

a registration end followed by a registration begin elsewhere

L••• S••••• A•••••••• L•• to V•••••• F•••••••• G••••• I•••
left Oct 1, 2020, registered Jul 21, 2021 (293 days) · Affiliated broker-dealer or bank to independent RIA
C••••• A•••••• N••••••• L•• to L••• S••••• A•••••••• L••
left Jul 5, 2018, registered Jul 2, 2018 (-3 days) · Affiliated broker-dealer or bank to another
G••••• S••••••••• I••• to C••••• A•••••• N••••••• L••
left Nov 1, 2017, registered Nov 1, 2017 (0 days) · corporate re-registration, not a move
O••••• F••••••••• I••• to G••••• S••••••••• I•••
left Dec 1, 2009, registered Feb 1, 2006 (-1399 days) · Other
L•• F•••••••• L•• to O••••• F••••••••• I•••
left Feb 2, 2006, registered Mar 27, 2003 (-1043 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: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address