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••••• B•••• S•••••

K•• I••••••••• S••••••• L••BD affiliatedGlen Ellyn, Il dual registrantIAPD 4288186

Feed of 09/14/2026

Also filed as Joseph Briel Skorda

At current firm

4 y

since Dec 15, 2021

In the industry

25 y

since Jan 12, 2001 (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

K•• I••••••••• S••••••• L•• BD affiliated current
since Dec 15, 2021 · Brooklyn, Oh
J••• M••••• S••••••••• L•• wirehouse
Oct 1, 2012 to May 4, 2021 · Wheaton, Il
C•••• I••••••••• S••••••• C•••• former
Jul 6, 2005 to Oct 1, 2012 · Wheaton, Il
B••• O•• S••••••••• C••••••••• unclassified
Sep 9, 2004 to Jul 6, 2005 · Chicago, Il
B••• O•• S••••••••• C••••••••• unclassified
Aug 28, 2002 to Dec 18, 2003 · Chicago, Il
A••••••••• F•••••••• S•••••••• L•• national BD
Sep 17, 2001 to Aug 21, 2002 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

J••• M••••• S••••••••• L•• to K•• I••••••••• S••••••• L••
left May 4, 2021, registered Dec 15, 2021 (225 days) · Wirehouse to affiliated broker-dealer or bank
C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••
left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
B••• O•• S••••••••• C••••••••• to C•••• I••••••••• S••••••• C••••
left Jul 6, 2005, registered Jul 6, 2005 (0 days) · corporate re-registration, not a move
A••••••••• F•••••••• S•••••••• L•• to B••• O•• S••••••••• C•••••••••
left Aug 21, 2002, registered Aug 28, 2002 (7 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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address