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• R••••• R•••

S•••••• C•••••• L••independent RIAIndianapolis, InIA-onlyIAPD 4290640

Certified Financial Planner

Feed of 09/14/2026

Also filed as J•••• B R•••••

At current firm

3 y

since Feb 17, 2023

In the industry

25 y

since Jan 16, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Partnerreportedsapientcapital.comfirm site, Sep 16, 2026
Designations: CFP, MBAreportedsapientcapital.comas printed on the bio page, Sep 17, 2026
Partner or owner: “Partner”reportedsapientcapital.comthe sentence on the bio page
Professional profile: sapientcapital.com/bio/jamie-ratner-richreportedsapientcapital.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

S•••••• C•••••• L•• independent RIA current
since Feb 17, 2023 · Indianapolis, In
S•••••• N••••••• • C••••••• I••••••••• national BD
Apr 13, 2020 to Mar 17, 2023 · Indianapolis, In
J••• M••••• S••••••••• L•• wirehouse
Sep 17, 2010 to May 15, 2012 · Indianapolis, In
M••••• S•••••• wirehouse
Jun 1, 2009 to Sep 14, 2010 · Indianapolis, In
M••••• S•••••• • C•• L•• unclassified
Apr 20, 2007 to Jun 1, 2009 · Indianapolis, In
N•••••• I••••••••• I••• unclassified
Jan 28, 2003 to Jun 30, 2006 · Indianapolis, In

Moves

a registration end followed by a registration begin elsewhere

S•••••• N••••••• • C••••••• I••••••••• to S•••••• C•••••• L••
left Mar 17, 2023, registered Feb 17, 2023 (-28 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
J••• M••••• S••••••••• L•• to S•••••• N••••••• • C••••••• I•••••••••
left May 15, 2012, registered Apr 13, 2020 (2890 days) · Wirehouse to affiliated broker-dealer or bank
M••••• S•••••• to J••• M••••• S••••••••• L••
left Sep 14, 2010, registered Sep 17, 2010 (3 days) · Wirehouse to wirehouse
M••••• S•••••• • C•• L•• to M••••• S••••••
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
N•••••• I••••••••• I••• to M••••• S•••••• • C•• L••
left Jun 30, 2006, registered Apr 20, 2007 (294 days) · Other

Signals

J•••• B• R••••• R••• left S•••••• N••••••• • C••••••• I••••••••• for S•••••• C•••••• L•• (registered 2023-02-17)
Mar 17, 2023 · 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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address