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.

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Registered advisor

J•••• R•••••• B•••

F••••••independent RIASan Francisco, Ca IA-onlyIAPD 5483507

Certified Financial Planner

Feed of 09/14/2026

Also filed as J•••• B•••

At current firm

0 y

since Oct 14, 2025

In the industry

18 y

since Jun 4, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

F•••••• independent RIA current
since Oct 14, 2025 · San Francisco, Ca
B•••••••• W••••• P••••••• unclassified
Mar 7, 2024 to Oct 13, 2025 · Sioux Falls, Sd
L•••••••• C•••••• state registered
Nov 13, 2013 to Mar 5, 2024 · Sioux Falls, Sd
E•••• S••••••••• L•• BD affiliated
Jul 26, 2010 to Nov 6, 2013 · Sioux Falls, Sd

Moves

a registration end followed by a registration begin elsewhere

B•••••••• W••••• P••••••• to F••••••
left Oct 13, 2025, registered Oct 14, 2025 (1 days) · Other
L•••••••• C•••••• to B•••••••• W••••• P•••••••
left Mar 5, 2024, registered Mar 7, 2024 (2 days) · Other
E•••• S••••••••• L•• to L•••••••• C••••••
left Nov 6, 2013, registered Nov 13, 2013 (7 days) · Other

Signals

J•••• R•••••• B••• left B•••••••• W••••• P••••••• for Farther (registered 2025-10-14)
Oct 13, 2025 · Advisor changed firm · fact
J•••• R•••••• B••• left L•••••••• C•••••• for B•••••••• W••••• P••••••• (registered 2024-03-07)
Mar 5, 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