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RIA Intelligence

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Registered advisor

J••••• B••••••

S•••••••• A••••••• L••national BDValrico, Fldual registrantIAPD 5625112

Certified Financial Planner

Feed of 09/14/2026

Also filed as J••••• E•••• B••••••

At current firm

1 y

since Mar 31, 2025

In the industry

15 y

since Jul 1, 2011 (earliest exam, job or registration)

Prior registered firms

4

IAPD previous registrations

State registrations

2

current, as an IAR

Firms today

1

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

1

dated events on this person

Registration history

IAPD current and previous registrations

S•••••••• A••••••• L•• national BD current
since Mar 31, 2025 · Valrico, Fl

F••••••• P••••••• A•• W•••••••• A••••••• former
Mar 13, 2023 to Mar 31, 2025 · Wesley Chapel, Fl
C•••••• S••••• • C••• I••• national BD
May 28, 2020 to Oct 11, 2022 · Temple Terrace, Fl
U••• I••••••••• S••••••• C•••••• no RAUM
Jan 8, 2018 to May 24, 2020 · San Antonio, Tx
U••• F•••••••• P••••••• S••••••• former
Oct 14, 2011 to Jan 8, 2018 · Tampa, Fl

Moves

a registration end followed by a registration begin elsewhere

F••••••• P••••••• A•• W•••••••• A••••••• to S•••••••• A••••••• L••
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
C•••••• S••••• • C••• I••• to F••••••• P••••••• A•• W•••••••• A•••••••
left Oct 11, 2022, registered Mar 13, 2023 (153 days) · Affiliated broker-dealer or bank to another · moved with a team
U••• I••••••••• S••••••• C•••••• to C•••••• S••••• • C••• I•••
left May 24, 2020, registered May 28, 2020 (4 days) · corporate re-registration, not a move
U••• F•••••••• P••••••• S••••••• to U••• I••••••••• S••••••• C••••••
left Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move

Signals

••• Locked
Oct 11, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address