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

C•••• J•••• B••••••••

M••••• S••••••wirehouseDallas, Txdual registrantIAPD 4631615

Feed of 09/14/2026

Also filed as Colin J. Boddicker

At current firm

4 y

since Feb 18, 2022

In the industry

23 y

since Jun 24, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M••••• S•••••• wirehouse current
since Feb 18, 2022 · Dallas, Tx
T•••• C•••••• B••• P•••••• W••••• A••••••• i••••••••• wealth
Jan 4, 2019 to Feb 24, 2022 · Dallas, Tx
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
Aug 17, 2016 to Dec 31, 2018 · Dallas, Tx
S•••••• W••••• M••••••••• L•• i••••••••• wealth
Jul 2, 2013 to Apr 24, 2015 · San Antonio, Tx
F•••••••• A••••••• G•••• L••••• i••••••••• wealth
Oct 20, 2011 to Jun 14, 2013 · Gig Harbor, Wa
O•••••• C•••••• M••••••••• L••• former
May 6, 2009 to Nov 1, 2011 · Dallas, Tx
M••••••• I••••••••• N•••••• I••• BD affiliated
Jan 13, 2006 to May 31, 2007 · Dallas, Tx
G•••••••• F••••••••• I•• unclassified
Jul 14, 2005 to Nov 1, 2005 · Rockwall, Tx
M•• F•••••••• S•••••••• I••• former
Jul 2, 2003 to Jul 21, 2005 · Addison, Tx

Moves

a registration end followed by a registration begin elsewhere

T•••• C•••••• B••• P•••••• W••••• A••••••• to M••••• S••••••
left Feb 24, 2022, registered Feb 18, 2022 (-6 days) · RIA to wirehouse
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to T•••• C•••••• B••• P•••••• W••••• A•••••••
left Dec 31, 2018, registered Jan 4, 2019 (4 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
S•••••• W••••• M••••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Apr 24, 2015, registered Aug 17, 2016 (481 days) · Other
F•••••••• A••••••• G•••• L••••• to S•••••• W••••• M••••••••• L••
left Jun 14, 2013, registered Jul 2, 2013 (18 days) · Other
O•••••• C•••••• M••••••••• L••• to F•••••••• A••••••• G•••• L•••••
left Nov 1, 2011, registered Oct 20, 2011 (-12 days) · Other
M••••••• I••••••••• N•••••• I••• to O•••••• C•••••• M••••••••• L•••
left May 31, 2007, registered May 6, 2009 (706 days) · Other
G•••••••• F••••••••• I•• to M••••••• I••••••••• N•••••• I•••
left Nov 1, 2005, registered Jan 13, 2006 (73 days) · Other
M•• F•••••••• S•••••••• I••• to G•••••••• F••••••••• I••
left Jul 21, 2005, registered Jul 14, 2005 (-7 days) · Other

Signals

C•••• J•••• B•••••••• left T•••• C•••••• B••• P•••••• W••••• A••••••• for M••••• S•••••• (registered 2022-02-18)
Feb 24, 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: Wirehousederived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address