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

R•••••• J•• J••••••••

C•••••• A•••••••BD affiliatedKuna, Id dual registrantIAPD 4676365

Feed of 09/14/2026

Also filed as R•••••• J•• J•••••••• Webster

At current firm

9 y

since Nov 10, 2016

In the industry

24 y

since Jan 1, 2002 (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

Registration history

IAPD current and previous registrations

C•••••• A••••••• BD affiliated current
since Nov 10, 2016 · Southfield, Mi
S•••••••• F•••••••• P•••••••• L•• independent RIA
Sep 5, 2013 to Nov 22, 2016 · Kuna, Id
S••••• F•••••••• S•••••••• I••• former
Feb 21, 2012 to Aug 7, 2013 · Kuna, Id
S••••• F•••••••• S•••••••• I••• former
May 11, 2006 to Feb 16, 2012 · Kuna, Id
M•••••• S••• F•••••••• state registered
Jan 24, 2006 to Apr 18, 2006 · Meridian, Id
H•••••• T••••••• • K•••• L•• independent RIA
Mar 16, 2005 to Oct 25, 2005 · Meridian, Id
O•••• F•• I••• former
Dec 17, 2003 to Mar 7, 2005 · Meridian, Id

Moves

a registration end followed by a registration begin elsewhere

S•••••••• F•••••••• P•••••••• L•• to C•••••• A•••••••
left Nov 22, 2016, registered Nov 10, 2016 (-12 days) · Other
S••••• F•••••••• S•••••••• I••• to S•••••••• F•••••••• P•••••••• L••
left Aug 7, 2013, registered Sep 5, 2013 (29 days) · Other
M•••••• S••• F•••••••• to S••••• F•••••••• S•••••••• I•••
left Apr 18, 2006, registered May 11, 2006 (23 days) · Other
H•••••• T••••••• • K•••• L•• to M•••••• S••• F••••••••
left Oct 25, 2005, registered Jan 24, 2006 (91 days) · Other
O•••• F•• I••• to H•••••• T••••••• • K•••• L••
left Mar 7, 2005, registered Mar 16, 2005 (9 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: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address