DFX Intelligence
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Registered advisor
J•• R••••• B•••••••
Feed of 09/15/2026
Also filed as J•• B•••••••
At current firm
10 y
since Mar 3, 2016
In the industry
27 y
since Nov 7, 1998 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- W•••• F•••• A••••••• wirehouse currentsince Mar 3, 2016 · Radnor, Pa
- C••••• S••••• S••••••••• •••• L•• formerJan 17, 2003 to Mar 28, 2016 · West Conshohocken, Pa
- P••••••• L•• unclassifiedAug 12, 1999 to Jan 17, 2003 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- C••••• S••••• S••••••••• •••• L•• to W•••• F•••• A•••••••left Mar 28, 2016, registered Mar 3, 2016 (-25 days) · corporate re-registration, not a move
- P••••••• L•• to C••••• S••••• S••••••••• •••• L••left Jan 17, 2003, registered Jan 17, 2003 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address