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•••• C••••••••• B••••

M•••••• W••••• M••••••••• I•••independent RIAPotomac, MdIA-onlyIAPD 4895673

Certified Financial Planner

Feed of 09/14/2026

Also filed as J. C••••••••• B••••

At current firm

1 y

since Jun 27, 2025

In the industry

21 y

since Mar 28, 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

M•••••• W••••• M••••••••• I••• independent RIA current
since Jun 27, 2025 · Potomac, Md
W•••• F•••• A••••••• wirehouse
May 15, 2015 to Jul 10, 2025 · Bethesda, Md
W•••• F•••• A••••••• wirehouse
Jan 1, 2008 to May 15, 2015 · Washington, Dc
A• G• E•••••• • S•••• I••• unclassified
Apr 25, 2005 to Jan 1, 2008 · Washington, Dc

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to M•••••• W••••• M••••••••• I•••
left Jul 10, 2025, registered Jun 27, 2025 (-13 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
W•••• F•••• A••••••• to W•••• F•••• A•••••••
left May 15, 2015, registered May 15, 2015 (0 days) · channel change inside one enterprise, not a move
A• G• E•••••• • S•••• I••• to W•••• F•••• A•••••••
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Signals

J•••• C••••••••• B•••• left W•••• F•••• A••••••• for M•••••• W••••• M••••••••• I••• (registered 2025-06-27)
Jul 10, 2025 · 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