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

R••••• J••• B•••••

L•••independent RIABellevue, Wa IA-onlyIAPD 5394729

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/15/2026

Also filed as Bobby J B•••••

At current firm

1 y

since Sep 19, 2024

In the industry

18 y

since Jul 24, 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

L••• independent RIA current
since Sep 19, 2024 · Los Angeles, Ca
M•••••• BD affiliated
Jan 21, 2022 to Sep 18, 2024 · Bellevue, Wa
P•• A••••••• independent RIA
Mar 1, 2021 to Dec 10, 2021 · Bellevue, Wa
S••••••••• A•••••• A•••••••• I••• former
Nov 6, 2020 to Dec 21, 2021 · Bellevue, Wa
K•• F•••••••• S•••••••• I•• former
Mar 3, 2011 to Nov 6, 2020 · Bellevue, Wa
E••••• J•••• national BD
Aug 7, 2008 to May 8, 2009 · St Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

M•••••• to L•••
left Sep 18, 2024, registered Sep 19, 2024 (1 days) · Affiliated broker-dealer or bank to independent RIA
S••••••••• A•••••• A•••••••• I••• to P•• A•••••••
left Dec 21, 2021, registered Mar 1, 2021 (-295 days) · Affiliated broker-dealer or bank to independent RIA
P•• A••••••• to M••••••
left Dec 10, 2021, registered Jan 21, 2022 (42 days) · RIA to affiliated broker-dealer or bank
K•• F•••••••• S•••••••• I•• to S••••••••• A•••••• A•••••••• I•••
left Nov 6, 2020, registered Nov 6, 2020 (0 days) · corporate re-registration, not a move
E••••• J•••• to K•• F•••••••• S•••••••• I••
left May 8, 2009, registered Mar 3, 2011 (664 days) · Other

Signals

R••••• J••• B••••• left Mariner for Lido (registered 2024-09-19)
Sep 18, 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address