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

J•••••• J••••• B••••••

R••••• W• B•••• • C•• I•••••••••mixed wealthIndianapolis, InIA-onlyIAPD 2996877

Feed of 09/17/2026

Also filed as J•••••• J B••••••

At current firm

0 y

since Apr 16, 2026

In the industry

28 y

since Jan 21, 1998 (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

R••••• W• B•••• • C•• I••••••••• mixed wealth current
since Apr 16, 2026 · Indianapolis, In
G•••••• I••••••••• M••••••••• mixed wealth
Jul 14, 2017 to May 12, 2026 · Carmel, In
S•••••• N••••••• • C••••••• I••••••••• national BD
May 16, 2005 to Jul 6, 2017 · Indianapolis, In
K•••••• C•••••• M•••••• I••• unclassified
Jan 1, 2001 to May 17, 2005 · Indianapolis, In

Moves

a registration end followed by a registration begin elsewhere

G•••••• I••••••••• M••••••••• to R••••• W• B•••• • C•• I•••••••••
left May 12, 2026, registered Apr 16, 2026 (-26 days) · RIA to RIA · moved with a team
S•••••• N••••••• • C••••••• I••••••••• to G•••••• I••••••••• M•••••••••
left Jul 6, 2017, registered Jul 14, 2017 (8 days) · Other
K•••••• C•••••• M•••••• I••• to S•••••• N••••••• • C••••••• I•••••••••
left May 17, 2005, registered May 16, 2005 (-1 days) · Other

Signals

J•••••• J••••• B•••••• added a FL registration at R••••• W• B•••• • C•• I•••••••••
Sep 16, 2026 · New state registration · fact
J•••••• J••••• B•••••• left G•••••• I••••••••• M••••••••• for R••••• W• B•••• • C•• I••••••••• (registered 2026-04-16)
May 12, 2026 · 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