DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
J••••• B• S•••••••••
Feed of 09/14/2026
Also filed as Joseph Benjamin Scharfbilliy
At current firm
0 y
since Oct 30, 2025
In the industry
22 y
since Jan 16, 2004 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- C••••• I••••••••• A••••••• L•• BD affiliated currentsince Oct 30, 2025 · St Cloud, Mn
- L•• F•••••••• L•• BD affiliatedJan 21, 2021 to Jul 3, 2025 · San Diego, Ca
- C••••• I••••••••• A••••••• L•• BD affiliatedJan 29, 2014 to Jan 22, 2021 · St Cloud, Mn
- C••••• I••••••••• S••••••• L•• formerJun 15, 2010 to Jan 31, 2014 · St Cloud, Mn
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to C••••• I••••••••• A••••••• L••left Jul 3, 2025, registered Oct 30, 2025 (119 days) · Affiliated broker-dealer or bank to another
- C••••• I••••••••• A••••••• L•• to L•• F•••••••• L••left Jan 22, 2021, registered Jan 21, 2021 (-1 days) · Affiliated broker-dealer or bank to another
- C••••• I••••••••• S••••••• L•• to C••••• I••••••••• A••••••• L••left Jan 31, 2014, registered Jan 29, 2014 (-2 days) · corporate re-registration, not a move
Signals
- J••••• B• S••••••••• left L•• F•••••••• L•• for C••••• I••••••••• A••••••• L•• (registered 2025-10-30)Jul 3, 2025 · 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address