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.

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Registered advisor

J•••• R•••••• D•••••••

A••••• A•• P••••••• S•••••••BD affiliatedDublin, Ca dual registrantIAPD 2658846

Feed of 09/15/2026

Also filed as Julio Dolorico

At current firm

0 y

since May 8, 2026

In the industry

19 y

since Nov 17, 2006 (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

A••••• A•• P••••••• S••••••• BD affiliated current
since May 8, 2026 · Walnut Creek, Ca
C•••••• S••••• • C••• I••• national BD
Jul 2, 2021 to Nov 6, 2024 · Walnut Creek, Ca
M•• I•••••••• S•••••••• L•• BD affiliated
Sep 7, 2017 to Jun 9, 2021 · Walnut Creek, Ca
N••••••••• M••••• I••••••••• S••••••••• no RAUM
Sep 16, 2015 to Aug 23, 2017 · Walnut Creek, Ca
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Nov 17, 2006 to Jun 11, 2008 · San Francisco, Ca

Moves

a registration end followed by a registration begin elsewhere

C•••••• S••••• • C••• I••• to A••••• A•• P••••••• S•••••••
left Nov 6, 2024, registered May 8, 2026 (548 days) · Affiliated broker-dealer or bank to another
M•• I•••••••• S•••••••• L•• to C•••••• S••••• • C••• I•••
left Jun 9, 2021, registered Jul 2, 2021 (23 days) · Affiliated broker-dealer or bank to another
N••••••••• M••••• I••••••••• S••••••••• to M•• I•••••••• S•••••••• L••
left Aug 23, 2017, registered Sep 7, 2017 (15 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to N••••••••• M••••• I••••••••• S•••••••••
left Jun 11, 2008, registered Sep 16, 2015 (2653 days) · Other

Signals

J•••• R•••••• D••••••• left C•••••• S••••• • C••• I••• for A••••• A•• P••••••• S••••••• (registered 2026-05-08)
Nov 6, 2024 · 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: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address