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••••••• B••••••

M•••••• L••••• P•••••• F••••• • S•••• I•••••••••wirehouseWellesley Hills, Madual registrantIAPD 5718347

Certified Financial Planner

Feed of 09/14/2026

Also filed as J••••••• Grant B••••••

At current firm

0 y

since May 4, 2026

In the industry

16 y

since Jul 18, 2010 (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

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse current
since May 4, 2026 · Wellesley Hills, Ma
W•••• F•••• A••••••• wirehouse
Sep 28, 2020 to May 11, 2026 · Boston, Ma
M••••• S•••••• wirehouse
May 14, 2020 to Oct 2, 2020 · New York, Ny
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jul 20, 2010 to Jul 24, 2012 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left May 11, 2026, registered May 4, 2026 (-7 days) · Wirehouse to wirehouse
M••••• S•••••• to W•••• F•••• A•••••••
left Oct 2, 2020, registered Sep 28, 2020 (-4 days) · Wirehouse to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••
left Jul 24, 2012, registered May 14, 2020 (2851 days) · Wirehouse to wirehouse

Signals

J••••••• B•••••• left W•••• F•••• A••••••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2026-05-04)
May 11, 2026 · 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: Wirehousederived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address