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Registered advisor
J•••••• R••••• B••••
Feed of 09/15/2026
Also filed as Jeff B••••
At current firm
6 y
since Aug 31, 2020
In the industry
27 y
since Jun 21, 1999 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
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 Aug 31, 2020 · Fort Myers, Fl
- U•• F•••••••• S••••••• I••• wirehouseOct 6, 2008 to Sep 8, 2020 · Fort Myers, Fl
- W•••• F•••• A••••••• wirehouseJul 15, 2002 to Oct 6, 2008 · Cape Coral, Fl
- P••••••••• E••••• G••••• L•• unclassifiedJun 21, 1999 to Jul 26, 2002 · Ft. Myers, Fl
Moves
a registration end followed by a registration begin elsewhere
- U•• F•••••••• S••••••• I••• to W•••• F•••• A•••••••left Sep 8, 2020, registered Aug 31, 2020 (-8 days) · Wirehouse to wirehouse · moved with a team
- W•••• F•••• A••••••• to U•• F•••••••• S••••••• I•••left Oct 6, 2008, registered Oct 6, 2008 (0 days) · Wirehouse to wirehouse
- P••••••••• E••••• G••••• L•• to W•••• F•••• A•••••••left Jul 26, 2002, registered Jul 15, 2002 (-11 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
- Wirehousederived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address