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••••••• R••••• T•••••••

C••••• I••••••••• A••••••• L••BD affiliatedSpartanburg, Scdual registrantIAPD 2996964

Feed of 09/14/2026

Also filed as Jon Trbovich

At current firm

1 y

since Feb 20, 2025

In the industry

28 y

since Jul 21, 1998 (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

C••••• I••••••••• A••••••• L•• BD affiliated current
since Feb 20, 2025 · Spartanburg, Sc
C•••••••• F•••••••• G•••• A••••••• former
May 15, 2020 to Feb 20, 2025 · Spartanburg, Sc
S••••••••• A•••••• A•••••••• I••• former
Jan 7, 2020 to May 15, 2020 · Greer, Sc
O•••• P•••••••• S••••••••• L•• BD affiliated
Jan 8, 2015 to Nov 1, 2019 · Greer, Sc
O•••• P•••••••• S••••••••• L•• BD affiliated
Feb 26, 2004 to Dec 31, 2014 · Greer, Sc
S•••••• M••••••••• C•••••• unclassified
Jun 28, 2002 to Feb 25, 2004 · Littleton, Co

Moves

a registration end followed by a registration begin elsewhere

C•••••••• F•••••••• G•••• A••••••• to C••••• I••••••••• A••••••• L••
left Feb 20, 2025, registered Feb 20, 2025 (0 days) · corporate re-registration, not a move
S••••••••• A•••••• A•••••••• I••• to C•••••••• F•••••••• G•••• A•••••••
left May 15, 2020, registered May 15, 2020 (0 days) · Affiliated broker-dealer or bank to another
O•••• P•••••••• S••••••••• L•• to S••••••••• A•••••• A•••••••• I•••
left Nov 1, 2019, registered Jan 7, 2020 (67 days) · RIA to affiliated broker-dealer or bank
S•••••• M••••••••• C•••••• to O•••• P•••••••• S••••••••• L••
left Feb 25, 2004, registered Feb 26, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address