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•• T••••••

G••••• R••••••••• P••••••• L••institutionalSan Rafael, Ca dual registrantIAPD 3078656

Feed of 09/15/2026

Also filed as Jon H Tribbel

At current firm

5 y

since Jul 14, 2021

In the industry

27 y

since Aug 10, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, 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

G••••• R••••••••• P••••••• L•• institutional current
since Jul 14, 2021 · Bothell, Wa
C•••••• C•••••• M••••••••• former
Sep 30, 2019 to Dec 31, 2022 · Bellevue, Wa
C•••••• C•••••• M••••••••• former
Jan 12, 2017 to Dec 31, 2017 · Bellevue, Wa
C•••••• C•••••• M••••••••• former
Oct 3, 2015 to Dec 31, 2016 · Bellevue, Wa
C•••••• C•••••• M••••••••• former
Feb 8, 2010 to Aug 15, 2015 · Bellevue, Wa
C•••••• S••••••••• C••••••••• unclassified
Sep 17, 2007 to Feb 24, 2025 · Bellevue, Wa
B••• O• A•••••• I••••••••• S•••••••• I••• unclassified
May 8, 2007 to Aug 29, 2007 · Seattle, Wa
B••• O• A•••••• I••••••••• S•••••••• I••• unclassified
Apr 28, 2005 to Jan 4, 2007 · Seattle, Wa
C•••••••• G••••• M•••••• I••• BD affiliated
Jun 3, 2002 to May 2, 2003 · Bellevue, Wa
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Sep 9, 1999 to Jun 4, 2002 · Bellevue, Wa

Moves

a registration end followed by a registration begin elsewhere

C•••••• S••••••••• C••••••••• to C•••••• C•••••• M•••••••••
left Feb 24, 2025, registered Feb 8, 2010 (-5495 days) · Other
C•••••• C•••••• M••••••••• to G••••• R••••••••• P••••••• L••
left Dec 31, 2022, registered Jul 14, 2021 (-535 days) · Other
B••• O• A•••••• I••••••••• S•••••••• I••• to C•••••• S••••••••• C•••••••••
left Aug 29, 2007, registered Sep 17, 2007 (19 days) · Other
C•••••••• G••••• M•••••• I••• to B••• O• A•••••• I••••••••• S•••••••• I•••
left May 2, 2003, registered Apr 28, 2005 (727 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C•••••••• G••••• M•••••• I•••
left Jun 4, 2002, registered Jun 3, 2002 (-1 days) · Other

Signals

J•• T•••••• left C•••••• S••••••••• C••••••••• for C•••••• C•••••• M••••••••• (registered 2010-02-08)
Feb 24, 2025 · Advisor changed firm · fact
J•• T•••••• left C•••••• C•••••• M••••••••• for G••••• R••••••••• P••••••• L•• (registered 2021-07-14)
Dec 31, 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: Institutional managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address