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

C••••••••• J• B••••

L•• F•••••••• L••BD affiliatedGreenville, Scdual registrantIAPD 1412298

Feed of 09/14/2026

Also filed as Chris J. Bolle

At current firm

1 y

since Jun 17, 2025

In the industry

40 y

since Oct 31, 1985 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L•• F•••••••• L•• BD affiliated current
since Jun 17, 2025 · Greenville, Sc
R•••••• J•••• • A••••••••• I••• national BD
Jul 23, 2012 to Jun 23, 2025 · Greenville, Sc
J••••• H•••••••• W••• L••••• L•• former
Aug 25, 2009 to Aug 8, 2012 · Greenville, Sc
W•••• F•••• A••••••• wirehouse
Jan 1, 2008 to Jul 23, 2008 · Greenville, Sc
A• G• E•••••• • S•••• I••• unclassified
Oct 15, 1999 to Jan 1, 2008 · Greenville, Sc

Moves

a registration end followed by a registration begin elsewhere

R•••••• J•••• • A••••••••• I••• to L•• F•••••••• L••
left Jun 23, 2025, registered Jun 17, 2025 (-6 days) · Affiliated broker-dealer or bank to another · moved with a team
J••••• H•••••••• W••• L••••• L•• to R•••••• J•••• • A••••••••• I•••
left Aug 8, 2012, registered Jul 23, 2012 (-16 days) · Other
W•••• F•••• A••••••• to J••••• H•••••••• W••• L••••• L••
left Jul 23, 2008, registered Aug 25, 2009 (398 days) · Other
A• G• E•••••• • S•••• I••• to W•••• F•••• A•••••••
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Signals

C••••••••• J• B•••• left R•••••• J•••• • A••••••••• I••• for L•• F•••••••• L•• (registered 2025-06-17)
Jun 23, 2025 · Advisor changed firm · fact

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: 40derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address