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

C••••••• A• J•••

C••••••••• F•••••••• N••••••national BDFrederick, Md dual registrantIAPD 2865111

Feed of 09/14/2026

Also filed as Clinelle Rosebourgh

At current firm

1 y

since Jan 3, 2025

In the industry

24 y

since Aug 8, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••••••• F•••••••• N•••••• national BD current
since Jan 3, 2025 · Frederick, Md
K••••• A••••••• S•••••••• L•• BD affiliated
Jul 6, 2022 to Nov 27, 2024 · Austin, Tx
G•••• P•••• A•••••••• L•• former
Apr 1, 2021 to Jul 5, 2022 · Rockville, Md
H• B•••• I••• former
Oct 27, 2004 to Apr 1, 2021 · Rockville, Md

Moves

a registration end followed by a registration begin elsewhere

K••••• A••••••• S•••••••• L•• to C••••••••• F•••••••• N••••••
left Nov 27, 2024, registered Jan 3, 2025 (37 days) · Affiliated broker-dealer or bank to another
G•••• P•••• A•••••••• L•• to K••••• A••••••• S•••••••• L••
left Jul 5, 2022, registered Jul 6, 2022 (1 days) · Affiliated broker-dealer or bank to another
H• B•••• I••• to G•••• P•••• A•••••••• L••
left Apr 1, 2021, registered Apr 1, 2021 (0 days) · corporate re-registration, not a move

Signals

C••••••• A• J••• no longer holds an investment adviser registration (last listed at C••••••••• F•••••••• N•••••• on the 2026-09-16 feed)
Sep 16, 2026 · Advisor registration ended · derived
C••••••• A• J••• left K••••• A••••••• S•••••••• L•• for C••••••••• F•••••••• N•••••• (registered 2025-01-03)
Nov 27, 2024 · Advisor changed firm · fact
C••••••• A• J••• left G•••• P•••• A•••••••• L•• for K••••• A••••••• S•••••••• L•• (registered 2022-07-06)
Jul 5, 2022 · 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: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address