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••••••• R•••• B••••••

S••BD affiliatedAustin, Tx dual registrantIAPD 4774227

Feed of 09/14/2026

Also filed as J••••••• R•••• Turknett

At current firm

1 y

since Sep 3, 2025

In the industry

20 y

since Aug 7, 2006 (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

S•• BD affiliated current
since Sep 3, 2025 · Austin, Tx
F•••• I••••••••• S••••••• BD affiliated
Nov 15, 2023 to Jun 30, 2025 · San Antonio, Tx
J••• M••••• S••••••••• L•• wirehouse
May 5, 2017 to Oct 7, 2023 · Austin, Tx
W•••• F•••• A••••••• wirehouse
May 28, 2010 to May 1, 2017 · Austin, Tx
W•••• F•••• I••••••••• L•• unclassified
Sep 7, 2006 to Jul 6, 2009 · Austin, Tx

Moves

a registration end followed by a registration begin elsewhere

F•••• I••••••••• S••••••• to S••
left Jun 30, 2025, registered Sep 3, 2025 (65 days) · Affiliated broker-dealer or bank to another
J••• M••••• S••••••••• L•• to F•••• I••••••••• S•••••••
left Oct 7, 2023, registered Nov 15, 2023 (39 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
W•••• F•••• A••••••• to J••• M••••• S••••••••• L••
left May 1, 2017, registered May 5, 2017 (4 days) · Wirehouse to wirehouse
W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••
left Jul 6, 2009, registered May 28, 2010 (326 days) · Other

Signals

J••••••• R•••• B•••••• left F•••• I••••••••• S••••••• for Spc (registered 2025-09-03)
Jun 30, 2025 · Advisor changed firm · fact
J••••••• R•••• B•••••• left J••• M••••• S••••••••• L•• for F•••• I••••••••• S••••••• (registered 2023-11-15)
Oct 7, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address