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

P•••••• B•••

C•••••••• I••••••••• R••••••• A•••••••• I•••BD affiliatedMansfield, Oh dual registrantIAPD 5370644

Feed of 09/14/2026

Also filed as Preston James Boyd

At current firm

2 y

since Aug 22, 2024

In the industry

18 y

since Jan 9, 2008 (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

C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated current
since Aug 22, 2024 · Bellville, Oh
I•••••• A••••••• L•• independent RIA
Nov 15, 2018 to Aug 22, 2024 · Mansfield, Oh
E•• W••••• M••••••••• L•• former
Apr 12, 2016 to Dec 23, 2020 · Mansfield, Oh
E•• W••••• M••••••••• L•• former
Jun 17, 2011 to Apr 12, 2016 · Mansfield, Oh
C•••••••• F•••••••• G•••• A••••••• former
Jan 9, 2008 to May 20, 2011 · Mansfield, Oh

Moves

a registration end followed by a registration begin elsewhere

I•••••• A••••••• L•• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left Aug 22, 2024, registered Aug 22, 2024 (0 days) · RIA to affiliated broker-dealer or bank · moved with a team
E•• W••••• M••••••••• L•• to I•••••• A••••••• L••
left Dec 23, 2020, registered Nov 15, 2018 (-769 days) · Other
E•• W••••• M••••••••• L•• to E•• W••••• M••••••••• L••
left Apr 12, 2016, registered Apr 12, 2016 (0 days) · channel change inside one enterprise, not a move
C•••••••• F•••••••• G•••• A••••••• to E•• W••••• M••••••••• L••
left May 20, 2011, registered Jun 17, 2011 (28 days) · Other

Signals

P•••••• B••• left I•••••• A••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I••• (registered 2024-08-22)
Aug 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address