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.
Registered advisor
Jason Michael Burdine
Feed of 09/14/2026
At current firm
7 y
since Jul 23, 2019
In the industry
22 y
since Sep 18, 2004 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Post Oak Private Wealth Advisors independent RIA currentsince Jul 23, 2019 · Houston, Tx
- Incomar Investments, LLC formerMar 5, 2018 to Oct 17, 2019 · Sugar Land, Tx
- LPL Financial LLC BD affiliatedNov 29, 2017 to Mar 12, 2018 · Wharton, Tx
- Investment Centers Of America, Inc. formerMay 2, 2017 to Nov 29, 2017 · Wharton, Tx
- Investment Professionals, Inc. formerOct 1, 2007 to May 30, 2017 · Wharton, Tx
Moves
a registration end followed by a registration begin elsewhere
- Incomar Investments, LLC to Post Oak Private Wealth Advisorsleft Oct 17, 2019, registered Jul 23, 2019 (-86 days) · Other
- LPL Financial LLC to Incomar Investments, LLCleft Mar 12, 2018, registered Mar 5, 2018 (-7 days) · Other
- Investment Centers Of America, Inc. to LPL Financial LLCleft Nov 29, 2017, registered Nov 29, 2017 (0 days) · corporate re-registration, not a move
- Investment Professionals, Inc. to Investment Centers Of America, Inc.left May 30, 2017, registered May 2, 2017 (-28 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
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address