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

B•••• B••••••

T• P•••••• C••••• W••••• L••BD affiliatedVienna, Va dual registrantIAPD 3074718

Feed of 09/14/2026

Also filed as B•••• Justin B••••••

At current firm

0 y

since Jan 6, 2026

In the industry

21 y

since Aug 11, 2005 (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

T• P•••••• C••••• W••••• L•• BD affiliated current
since Jan 6, 2026 · Vienna, Va
W•••• F•••• A••••••• wirehouse
Jun 27, 2024 to Oct 6, 2025 · Columbia, Md
T••••• A••••••• S•••••••• I••• BD affiliated
Jun 9, 2022 to Oct 31, 2023 · Mclean, Va
W•••• F•••• A••••••• wirehouse
Feb 7, 2020 to Jun 6, 2022 · Mclean, Va
E•••• S••••••••• L•• BD affiliated
Apr 23, 2019 to Dec 12, 2019 · Bethesda, Md
B••••••••• W••••• M••••••••• former
Sep 10, 2018 to Dec 5, 2018 · Rockville, Md
S•••••••• I••••••••• M••••••••• former
Jan 30, 2017 to Mar 7, 2018 · Saint Louis, Mo
C••• B•••••••• S•••••••• I••• former
Mar 12, 2015 to Nov 7, 2016 · Fairfax, Va
O• C•••••• unclassified
Apr 16, 2014 to Feb 6, 2015 · Alexandria, Va
O• C•••••• unclassified
Sep 10, 2008 to Jun 26, 2009 · Alexandria, Va
B•• C•••••• A•••••••• L•• independent RIA
Feb 14, 2007 to Sep 5, 2008 · Vienna, Va
F•••••• B•••• W••••• L•• unclassified
Aug 11, 2005 to Feb 12, 2007 · Reston, Va

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to T• P•••••• C••••• W••••• L••
left Oct 6, 2025, registered Jan 6, 2026 (92 days) · Wirehouse to affiliated broker-dealer or bank
T••••• A••••••• S•••••••• I••• to W•••• F•••• A•••••••
left Oct 31, 2023, registered Jun 27, 2024 (240 days) · Affiliated broker-dealer or bank to wirehouse
W•••• F•••• A••••••• to T••••• A••••••• S•••••••• I•••
left Jun 6, 2022, registered Jun 9, 2022 (3 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
E•••• S••••••••• L•• to W•••• F•••• A•••••••
left Dec 12, 2019, registered Feb 7, 2020 (57 days) · Affiliated broker-dealer or bank to wirehouse
B••••••••• W••••• M••••••••• to E•••• S••••••••• L••
left Dec 5, 2018, registered Apr 23, 2019 (139 days) · RIA to affiliated broker-dealer or bank
S•••••••• I••••••••• M••••••••• to B••••••••• W••••• M•••••••••
left Mar 7, 2018, registered Sep 10, 2018 (187 days) · Affiliated broker-dealer or bank to independent RIA
C••• B•••••••• S•••••••• I••• to S•••••••• I••••••••• M•••••••••
left Nov 7, 2016, registered Jan 30, 2017 (84 days) · Other
O• C•••••• to C••• B•••••••• S•••••••• I•••
left Feb 6, 2015, registered Mar 12, 2015 (34 days) · Other
B•• C•••••• A•••••••• L•• to O• C••••••
left Sep 5, 2008, registered Sep 10, 2008 (5 days) · Other
F•••••• B•••• W••••• L•• to B•• C•••••• A•••••••• L••
left Feb 12, 2007, registered Feb 14, 2007 (2 days) · Other

Signals

B•••• B•••••• left W•••• F•••• A••••••• for T• P•••••• C••••• W••••• L•• (registered 2026-01-06)
Oct 6, 2025 · Advisor changed firm · fact
B•••• B•••••• left T••••• A••••••• S•••••••• I••• for W•••• F•••• A••••••• (registered 2024-06-27)
Oct 31, 2023 · Advisor changed firm · fact
B•••• B•••••• left W•••• F•••• A••••••• for T••••• A••••••• S•••••••• I••• (registered 2022-06-09)
Jun 6, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address