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
Joseph E. Biloon
Certified Financial Planner
Feed of 09/15/2026
At current firm
3 y
since Nov 29, 2022
In the industry
26 y
since Jun 1, 2000 (earliest exam, job or registration)
Prior registered firms
4
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Nov 29, 2022 · Landenberg, Pa
- Osaic Fs, Inc. formerAug 30, 2012 to Dec 6, 2022 · Wilmington, De
- Independent Advisers Group Corp formerApr 26, 2006 to Dec 22, 2016 · Wilmington, De
- Financial House, Inc. unclassifiedApr 6, 2006 to Dec 31, 2013 · Centerville, De
- Morgan Stanley Dw Inc. unclassifiedJan 16, 2001 to Mar 21, 2006 · Wilmington, De
Moves
a registration end followed by a registration begin elsewhere
- Osaic Fs, Inc. to LPL Financial LLCleft Dec 6, 2022, registered Nov 29, 2022 (-7 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Independent Advisers Group Corp to Osaic Fs, Inc.left Dec 22, 2016, registered Aug 30, 2012 (-1575 days) · Other
- Financial House, Inc. to Independent Advisers Group Corpleft Dec 31, 2013, registered Apr 26, 2006 (-2806 days) · Other
- Morgan Stanley Dw Inc. to Financial House, Inc.left Mar 21, 2006, registered Apr 6, 2006 (16 days) · Other
Signals
- Joseph E. Biloon left Osaic Fs, Inc. for Lpl Financial Llc (registered 2022-11-29)Dec 6, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address