DFX Intelligence

RIA Intelligence

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Registered advisor

J••••• C••••••••• B••••

B••••• W••••• P•••••••• I•••independent RIAScottsdale, Az IA-onlyIAPD 4875381

Feed of 09/14/2026

Also filed as Joshua Bliss

At current firm

1 y

since Nov 19, 2024

In the industry

21 y

since Jan 21, 2005 (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

B••••• W••••• P•••••••• I••• independent RIA current
since Nov 19, 2024 · Scottsdale, Az
L•• F•••••••• L•• BD affiliated
Aug 14, 2020 to Oct 10, 2024 · Scottsdale, Az
F•• W••••• M••••••••• L•• BD affiliated
Jan 17, 2019 to Jul 28, 2020 · West Des Moines, Ia
M••••• S•••••• wirehouse
Sep 18, 2017 to Feb 28, 2018 · Scottsdale, Az
W•••• F•••• A••••••• wirehouse
Jan 3, 2011 to Aug 30, 2017 · Scottsdale, Az
W•••• F•••• I••••••••• L•• unclassified
Apr 2, 2008 to Jan 3, 2011 · Scottsdale, Az
E•••••• C•••••• M••••••••• L•• former
Oct 10, 2006 to Mar 31, 2008 · Jersey City, Nj
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jan 24, 2005 to Mar 30, 2006 · Phoenix, Az

Moves

a registration end followed by a registration begin elsewhere

L•• F•••••••• L•• to B••••• W••••• P•••••••• I•••
left Oct 10, 2024, registered Nov 19, 2024 (40 days) · Affiliated broker-dealer or bank to independent RIA
F•• W••••• M••••••••• L•• to L•• F•••••••• L••
left Jul 28, 2020, registered Aug 14, 2020 (17 days) · Other
M••••• S•••••• to F•• W••••• M••••••••• L••
left Feb 28, 2018, registered Jan 17, 2019 (323 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
W•••• F•••• A••••••• to M••••• S••••••
left Aug 30, 2017, registered Sep 18, 2017 (19 days) · Wirehouse to wirehouse
W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••
left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
E•••••• C•••••• M••••••••• L•• to W•••• F•••• I••••••••• L••
left Mar 31, 2008, registered Apr 2, 2008 (2 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to E•••••• C•••••• M••••••••• L••
left Mar 30, 2006, registered Oct 10, 2006 (194 days) · Other

Signals

J••••• C••••••••• B•••• left L•• F•••••••• L•• for B••••• W••••• P•••••••• I••• (registered 2024-11-19)
Oct 10, 2024 · 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