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.
J••••• B• R••••
- G••••• A••••••• S•••••••• L•• independent RIA currentsince Sep 17, 2026 · King Of Prussia, Pa
- A••••••••• F•••••••• S•••••••• L•• national BD currentsince Apr 16, 2015 · Collegeville, Pa
- A••••••••• F•••••••• S•••••••• L•• national BDApr 16, 2015 to Sep 15, 2026 · Collegeville, Pa
- P••• I••••••••• L•• asset managerFeb 26, 2004 to Apr 2, 2015 · Collegeville, Pa
- P••• I••••••••• L•• asset managerFeb 26, 2004 to Apr 2, 2015 · Collegeville, Pa
- L•••••• F•••••••• D••••••••• I••• unclassifiedSep 9, 2002 to Jan 7, 2004 · Norristown, Pa
- A••••••••• F•••••••• S•••••••• L•• to G••••• A••••••• S•••••••• L••left Sep 15, 2026, registered Sep 17, 2026 (2 days) · Affiliated broker-dealer or bank to independent RIA
- P••• I••••••••• L•• to A••••••••• F•••••••• S•••••••• L••left Apr 2, 2015, registered Apr 16, 2015 (14 days) · Other
- L•••••• F•••••••• D••••••••• I••• to P••• I••••••••• L••left Jan 7, 2004, registered Feb 26, 2004 (50 days) · Other
- J••••• B• R•••• registered as an investment adviser representative at G••••• A••••••• S•••••••• L••Sep 17, 2026 · Advisor registered · fact
- J••••• B• R•••• no longer holds an investment adviser registration (last listed at A••••••••• F•••••••• S•••••••• L•• on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- J••••• B• R•••• left A••••••••• F•••••••• S•••••••• L•• for G••••• A••••••• S•••••••• L•• (registered 2026-09-17)Sep 15, 2026 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address