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RIA Intelligence
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Registered advisor
J••• P••• B••••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as J••• P••• B••••••
At current firm
0 y
since Oct 17, 2025
In the industry
21 y
since Jan 8, 2005 (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, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- M••••• G••••• A••••••• I••• independent RIA currentsince Oct 17, 2025 · Denver, Co
- W•••• F•••• A••••••• wirehouseMay 28, 2021 to Jan 11, 2023 · Radnor, Pa
- P•• W••••• M••••••••• BD affiliatedJun 16, 2015 to Sep 17, 2019 · Glen Mills, Pa
- C••••••• S••••••••• I••• BD affiliatedApr 17, 2013 to Dec 26, 2014 · West Chester, Pa
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to M••••• G••••• A••••••• I•••left Jan 11, 2023, registered Oct 17, 2025 (1010 days) · Wirehouse to independent RIA
- P•• W••••• M••••••••• to W•••• F•••• A•••••••left Sep 17, 2019, registered May 28, 2021 (619 days) · Affiliated broker-dealer or bank to wirehouse
- C••••••• S••••••••• I••• to P•• W••••• M•••••••••left Dec 26, 2014, registered Jun 16, 2015 (172 days) · Other
Signals
- J••• P••• B•••••• left W•••• F•••• A••••••• for M••••• G••••• A••••••• I••• (registered 2025-10-17)Jan 11, 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
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address