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.
Registered advisor
John H Biebel
Certified Financial Planner
Feed of 09/14/2026
At current firm
11 y
since Jun 30, 2015
In the industry
28 y
since Oct 30, 1997 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Ridley Cove Financial Advisors LLC state registered currentsince Jun 30, 2015 · Newton, Ma
- Wellesley Investment Partners, LLC formerNov 25, 2013 to Sep 23, 2015 · Wellesley, Ma
- Wingate Wealth Advisors, Inc. independent RIAMar 12, 2009 to Nov 19, 2013 · Lexington, Ma
- Wingate Planning Corp formerMar 12, 2009 to Mar 26, 2013 · Lexington, Ma
- Calibre Advisory Services Inc. unclassifiedDec 17, 2004 to Mar 5, 2009 · Waltham, Ma
- Tanager Financial Services Inc unclassifiedApr 14, 1999 to Dec 16, 2004 · Waltham, Ma
Moves
a registration end followed by a registration begin elsewhere
- Wellesley Investment Partners, LLC to Ridley Cove Financial Advisors LLCleft Sep 23, 2015, registered Jun 30, 2015 (-85 days) · Other
- Wingate Wealth Advisors, Inc. to Wellesley Investment Partners, LLCleft Nov 19, 2013, registered Nov 25, 2013 (6 days) · Other
- Wingate Planning Corp to Wingate Wealth Advisors, Inc.left Mar 26, 2013, registered Mar 12, 2009 (-1475 days) · Other
- Calibre Advisory Services Inc. to Wingate Planning Corpleft Mar 5, 2009, registered Mar 12, 2009 (7 days) · Other
- Tanager Financial Services Inc to Calibre Advisory Services Inc.left Dec 16, 2004, registered Dec 17, 2004 (1 days) · Other
Signals
No dated event on this person.
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
- STATE REGISTEREDderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address