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.

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Registered advisor

J•••••• D••••• R••••••

W• P••• L••state registeredMckinney, TxIA-onlyIAPD 3181062

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jeff R••••••

At current firm

0 y

since Nov 21, 2025

In the industry

25 y

since Jul 17, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

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

W• P••• L•• state registered current
since Nov 21, 2025 · Mckinney, Tx
P•••••• I••••••••• M••••••••• P••• unclassified
Jan 2, 2025 to Dec 31, 2025 · Mckinney, Tx
G•••••••• C•••••• M••••••••• unclassified
Oct 11, 2016 to Oct 16, 2023 · P•••O, Tx
I••••••••• F•••••••• G••••• L•• BD affiliated
Feb 25, 2014 to Oct 5, 2016 · San Diego, Ca
W•• A•••••••• L• former
Sep 10, 2012 to Feb 25, 2014 · Mckinney, Tx
B•••••• F••••• • C•••••• F•••••••• S•••••••• I••• BD affiliated
Mar 15, 2012 to Sep 11, 2012 · Mckinney, Tx
G••••• S••••••••• I••• former
Feb 25, 2011 to Mar 15, 2012 · San Diego, Ca
Q•• F•••••••• L•• unclassified
Sep 19, 2007 to Feb 11, 2011 · Mckinney, Tx
N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• former
Feb 23, 2007 to Jun 19, 2007 · Mansura, La

Moves

a registration end followed by a registration begin elsewhere

P•••••• I••••••••• M••••••••• P••• to W• P••• L••
left Dec 31, 2025, registered Nov 21, 2025 (-40 days) · Other
G•••••••• C•••••• M••••••••• to P•••••• I••••••••• M••••••••• P•••
left Oct 16, 2023, registered Jan 2, 2025 (444 days) · Other
I••••••••• F•••••••• G••••• L•• to G•••••••• C•••••• M•••••••••
left Oct 5, 2016, registered Oct 11, 2016 (6 days) · Other
W•• A•••••••• L• to I••••••••• F•••••••• G••••• L••
left Feb 25, 2014, registered Feb 25, 2014 (0 days) · Other
B•••••• F••••• • C•••••• F•••••••• S•••••••• I••• to W•• A•••••••• L•
left Sep 11, 2012, registered Sep 10, 2012 (-1 days) · Other
G••••• S••••••••• I••• to B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••
left Mar 15, 2012, registered Mar 15, 2012 (0 days) · Other
Q•• F•••••••• L•• to G••••• S••••••••• I•••
left Feb 11, 2011, registered Feb 25, 2011 (14 days) · Other
N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• to Q•• F•••••••• L••
left Jun 19, 2007, registered Sep 19, 2007 (92 days) · Other

Signals

J•••••• D••••• R•••••• left P•••••• I••••••••• M••••••••• P••• for W• P••• L•• (registered 2025-11-21)
Dec 31, 2025 · Advisor changed firm · fact
J•••••• D••••• R•••••• left G•••••••• C•••••• M••••••••• for P•••••• I••••••••• M••••••••• P••• (registered 2025-01-02)
Oct 16, 2023 · 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: STATE REGISTEREDderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address