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••••••• B••••• T••••••

X•• F•••••••• G••••independent RIAVillanova, Pa dual registrantIAPD 3202134

Feed of 09/15/2026

Also filed as J••••••• Dawn B•••••

At current firm

4 y

since Jul 5, 2022

In the industry

27 y

since Jun 24, 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

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

X•• F•••••••• G•••• independent RIA current
since Jul 5, 2022 · Fort Washington, Pa
W•••• F•••• A••••••• wirehouse
Apr 4, 2018 to Jul 11, 2022 · Fort Washington, Pa
J••• H•••••• I••••••••• M••••••••• L•• asset manager
Oct 24, 2007 to Dec 31, 2010 · Boston, Ma
M••••••• I••••••••• M••••••••• ••• L•• asset manager
Oct 24, 2007 to Oct 10, 2017 · Boston, Ma
R••••••••• A•••• M••••••••• I••• unclassified
Feb 25, 2000 to Mar 1, 2004 · Radnor, Pa

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to X•• F•••••••• G••••
left Jul 11, 2022, registered Jul 5, 2022 (-6 days) · Wirehouse to independent RIA · moved with a team
M••••••• I••••••••• M••••••••• ••• L•• to W•••• F•••• A•••••••
left Oct 10, 2017, registered Apr 4, 2018 (176 days) · Other
J••• H•••••• I••••••••• M••••••••• L•• to M••••••• I••••••••• M••••••••• ••• L••
left Dec 31, 2010, registered Oct 24, 2007 (-1164 days) · corporate re-registration, not a move
R••••••••• A•••• M••••••••• I••• to J••• H•••••• I••••••••• M••••••••• L••
left Mar 1, 2004, registered Oct 24, 2007 (1332 days) · Other

Signals

J••••••• B••••• T•••••• left W•••• F•••• A••••••• for X•• F•••••••• G•••• (registered 2022-07-05)
Jul 11, 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: Independent wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address