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.
Registered advisor
John D Burke
Certified Financial Planner
Feed of 09/14/2026
Also filed as J Burke
At current firm
1 y
since Mar 31, 2025
In the industry
28 y
since Sep 18, 1998 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Ft Wright, Ky
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Mar 31, 2025 · Boston, Ma
- Strategic Advisers LLC national BDDec 1, 2011 to Jul 13, 2018 · Covington, Ky
- Fifth Third Securities, Inc. BD affiliatedFeb 10, 2009 to Aug 5, 2011 · Lawrenceburg, In
- UBS Financial Services Inc. wirehouseFeb 2, 2007 to Feb 11, 2009 · Cincinnati, Oh
- Foster & Motley Inc independent RIAJul 26, 2002 to Nov 26, 2007 · Cincinnati, Oh
- Charles Schwab & Co., Inc. national BDApr 5, 2002 to Jun 12, 2002 · Ft. Wright, Ky
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
- Fifth Third Securities, Inc. to Strategic Advisers LLCleft Aug 5, 2011, registered Dec 1, 2011 (118 days) · Other
- UBS Financial Services Inc. to Fifth Third Securities, Inc.left Feb 11, 2009, registered Feb 10, 2009 (-1 days) · Other
- Foster & Motley Inc to UBS Financial Services Inc.left Nov 26, 2007, registered Feb 2, 2007 (-297 days) · Other
- Charles Schwab & Co., Inc. to Foster & Motley Incleft Jun 12, 2002, registered Jul 26, 2002 (44 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
- National broker-dealer RIAderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address