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Registered advisor
J••••••• R•••• C•••••
Feed of 09/14/2026
Also filed as J••••••• R•••• Burk
At current firm
10 y
since Nov 19, 2015
In the industry
22 y
since Jul 8, 2004 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
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
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Nov 19, 2015 · Pueblo, Co
- C••••• I••••••••• A••••••• L•• BD affiliatedJan 21, 2014 to Nov 10, 2015 · Pueblo, Co
- C••••• I••••••••• S••••••• L•• formerApr 23, 2010 to Jan 21, 2014 · San Antonio, Tx
- M••••• S•••••• wirehouseJun 1, 2009 to May 10, 2010 · Pueblo, Co
- C•••••••• G••••• M•••••• I••• BD affiliatedJul 11, 2005 to Jun 1, 2009 · Pueblo, Co
- W•••• F•••• I••••••••• L•• unclassifiedJul 30, 2004 to Jul 27, 2005 · Pueblo, Co
Moves
a registration end followed by a registration begin elsewhere
- C••••• I••••••••• A••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Nov 10, 2015, registered Nov 19, 2015 (9 days) · Other · moved with a team
- C••••• I••••••••• S••••••• L•• to C••••• I••••••••• A••••••• L••left Jan 21, 2014, registered Jan 21, 2014 (0 days) · corporate re-registration, not a move
- M••••• S•••••• to C••••• I••••••••• S••••••• L••left May 10, 2010, registered Apr 23, 2010 (-17 days) · Other
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- W•••• F•••• I••••••••• L•• to C•••••••• G••••• M•••••• I•••left Jul 27, 2005, registered Jul 11, 2005 (-16 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address