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•••••••••

A••••••• F••••••••• L•••BD affiliatedFolsom, Ca dual registrantIAPD 5156945

Feed of 09/14/2026

Also filed as J•••••• Bright

At current firm

1 y

since Dec 18, 2024

In the industry

19 y

since Oct 27, 2006 (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

A••••••• F••••••••• L••• BD affiliated current
since Dec 18, 2024 · Manasquan, Nj
A••••••• F••••••••• L••• BD affiliated
Oct 2, 2024 to Dec 17, 2024 · Folsom, Ca
G••••• M••••••• C••• L•• former
Apr 28, 2016 to Oct 22, 2024 · Manasquan, Nj
M••••• S•••••• wirehouse
Jun 1, 2009 to Apr 29, 2016 · Shrewsbury, Nj
C•••••••• G••••• M•••••• I••• BD affiliated
Nov 3, 2006 to Jun 1, 2009 · Shrewsbury, Nj
W•••• F•••• A••••••• wirehouse
Oct 31, 2006 to Nov 6, 2006 · Red Bank, Nj

Moves

a registration end followed by a registration begin elsewhere

G••••• M••••••• C••• L•• to A••••••• F••••••••• L•••
left Oct 22, 2024, registered Oct 2, 2024 (-20 days) · RIA to affiliated broker-dealer or bank · moved with a team
M••••• S•••••• to G••••• M••••••• C••• L••
left Apr 29, 2016, registered Apr 28, 2016 (-1 days) · Other
C•••••••• G••••• M•••••• I••• to M••••• S••••••
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
W•••• F•••• A••••••• to C•••••••• G••••• M•••••• I•••
left Nov 6, 2006, registered Nov 3, 2006 (-3 days) · Other

Signals

J•••••• C•••••••• B••••••••• left G••••• M••••••• C••• L•• for A••••••• F••••••••• L••• (registered 2024-10-02)
Oct 22, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address