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••• B•••••• R••••••

C••••• I••••••••• A••••••• L••BD affiliatedTurnersville, Nj dual registrantIAPD 2160032

Feed of 09/15/2026

Also filed as J••• B. R••••••

At current firm

3 y

since Mar 31, 2023

In the industry

34 y

since Sep 4, 1992 (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

Registration history

IAPD current and previous registrations

C••••• I••••••••• A••••••• L•• BD affiliated current
since Mar 31, 2023 · Turnersville, Nj
W•••••• I••••••••• S••••••••• former
Feb 29, 2008 to Oct 20, 2008 · Pasadena, Ca
N•• F••••••••• I••• unclassified
Jan 3, 2005 to Feb 17, 2005 · Ft. Washington, Pa
F•••••• M••••••••• A••••••••• I••• former
Oct 24, 2002 to Apr 6, 2023 · Fort Washington, Pa
N••••• • L•••• S••••••••• I••• unclassified
Jul 1, 1999 to Jan 28, 2003 · Ft. Washington, Pa

Moves

a registration end followed by a registration begin elsewhere

F•••••• M••••••••• A••••••••• I••• to N•• F••••••••• I•••
left Apr 6, 2023, registered Jan 3, 2005 (-6667 days) · Other
W•••••• I••••••••• S••••••••• to C••••• I••••••••• A••••••• L••
left Oct 20, 2008, registered Mar 31, 2023 (5275 days) · Other
N•• F••••••••• I••• to W•••••• I••••••••• S•••••••••
left Feb 17, 2005, registered Feb 29, 2008 (1107 days) · Other
N••••• • L•••• S••••••••• I••• to F•••••• M••••••••• A••••••••• I•••
left Jan 28, 2003, registered Oct 24, 2002 (-96 days) · Other

Signals

J••• B•••••• R•••••• left F•••••• M••••••••• A••••••••• I••• for N•• F••••••••• I••• (registered 2005-01-03)
Apr 6, 2023 · 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: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address