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RIA Intelligence
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Registered advisor
R•••• J•••• B••••••••
Feed of 09/14/2026
Also filed as R•••• J. B••••••••
At current firm
1 y
since Feb 10, 2025
In the industry
36 y
since Aug 1, 1990 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- A•• M••••• W••••• P•••••••• I••• state registered currentsince Feb 10, 2025 · Houma, La
- P•••• I••••••••• P•••••••• L•• unclassifiedJun 22, 2022 to Dec 31, 2025 · Houma, La
- A•••••••• A••••••••• L•• unclassifiedJan 25, 2011 to Dec 31, 2025 · Houma, La
- A•••••••• A••••••••• L•• unclassifiedFeb 3, 2006 to Dec 31, 2010 · Houma, La
Moves
a registration end followed by a registration begin elsewhere
- A•••••••• A••••••••• L•• to P•••• I••••••••• P•••••••• L••left Dec 31, 2025, registered Jun 22, 2022 (-1288 days) · Other
- P•••• I••••••••• P•••••••• L•• to A•• M••••• W••••• P•••••••• I•••left Dec 31, 2025, registered Feb 10, 2025 (-324 days) · Other
Signals
- R•••• J•••• B•••••••• left P•••• I••••••••• P•••••••• L•• for A•• M••••• W••••• P•••••••• I••• (registered 2025-02-10)Dec 31, 2025 · Advisor changed firm · fact
- R•••• J•••• B•••••••• left A•••••••• A••••••••• L•• for P•••• I••••••••• P•••••••• L•• (registered 2022-06-22)Dec 31, 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
- STATE REGISTEREDderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address