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•••• M••• B•••

R•••••• J•••• • A••••••••• I•••national BDSt. Louis, Mo dual registrantIAPD 1449798

Certified Financial Planner

Feed of 09/15/2026

Also filed as J•••• M••• Henrichs

At current firm

0 y

since Nov 3, 2025

In the industry

40 y

since Feb 24, 1986 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R•••••• J•••• • A••••••••• I••• national BD current
since Nov 3, 2025 · St Louis, Mo
B••••••• F• E•••••• • C••••••• I••••••••• BD affiliated
Jan 11, 2012 to Nov 5, 2025 · St. Louis, Mo
W•••• F•••• A••••••• wirehouse
Jan 1, 2008 to Jan 13, 2012 · O Fallon, Il
A• G• E•••••• • S•••• I••• unclassified
Dec 26, 2000 to Jan 1, 2008 · Fairview Heights, Il

Moves

a registration end followed by a registration begin elsewhere

B••••••• F• E•••••• • C••••••• I••••••••• to R•••••• J•••• • A••••••••• I•••
left Nov 5, 2025, registered Nov 3, 2025 (-2 days) · Affiliated broker-dealer or bank to another
W•••• F•••• A••••••• to B••••••• F• E•••••• • C••••••• I•••••••••
left Jan 13, 2012, registered Jan 11, 2012 (-2 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

J•••• M••• B••• left B••••••• F• E•••••• • C••••••• I••••••••• for R•••••• J•••• • A••••••••• I••• (registered 2025-11-03)
Nov 5, 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: National broker-dealer RIAderived
Years in industry: 40derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address