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

W•••••• R••••• J••••

P••••••mixed wealthShelton, Ct IA-onlyIAPD 2944696

Chartered Financial Consultant

Feed of 09/15/2026

Also filed as Bob Colston

At current firm

0 y

since Dec 10, 2025

In the industry

28 y

since Sep 25, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

P•••••• mixed wealth current
since Dec 10, 2025 · Shelton, Ct
O••••• L••••• V••••••• I••••••••• G••••• I••• former
Oct 2, 2023 to Dec 8, 2025 · Flint, Mi
S•• BD affiliated
Sep 2, 2015 to Sep 29, 2023 · Saginaw, Mi
F••••••• F•••••••• S••••••••• L•• independent RIA
Sep 23, 2010 to Sep 1, 2015 · Saginaw, Mi

Moves

a registration end followed by a registration begin elsewhere

O••••• L••••• V••••••• I••••••••• G••••• I••• to P••••••
left Dec 8, 2025, registered Dec 10, 2025 (2 days) · RIA to RIA · moved with a team
S•• to O••••• L••••• V••••••• I••••••••• G••••• I•••
left Sep 29, 2023, registered Oct 2, 2023 (3 days) · Affiliated broker-dealer or bank to independent RIA
F••••••• F•••••••• S••••••••• L•• to S••
left Sep 1, 2015, registered Sep 2, 2015 (1 days) · Other

Signals

W•••••• R••••• J•••• left O••••• L••••• V••••••• I••••••••• G••••• I••• for Procyon (registered 2025-12-10)
Dec 8, 2025 · Advisor changed firm · fact
W•••••• R••••• J•••• left Spc for O••••• L••••• V••••••• I••••••••• G••••• I••• (registered 2023-10-02)
Sep 29, 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: Wealth manager with institutional or fund businessderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address