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••••• F••••• B•••••

T••••••• I••••••••• M••••••••• I•••BD affiliatedNashville, Tn dual registrantIAPD 5777154

Feed of 09/14/2026

Also filed as Joe Bishop

At current firm

2 y

since May 31, 2024

In the industry

16 y

since Jul 19, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

T••••••• I••••••••• M••••••••• I••• BD affiliated current
since May 31, 2024 · Brentwood, Tn
L•• F•••••••• L•• BD affiliated
May 18, 2022 to Feb 15, 2024 · Franklin, Tn
C••• B•••••••• S•••••••• I••• former
Jan 6, 2022 to May 18, 2022 · Waverly, Ia
C••••• I••••••••• A••••••• L•• BD affiliated
Dec 26, 2019 to Dec 10, 2021 · Nashville, Tn
C••••• C••••••• L•• former
May 6, 2015 to Mar 29, 2016 · Franklin, Tn
W•••••• • R••• former
Dec 15, 2014 to Apr 27, 2015 · Columbia, Sc
E•••••••• A•••••••• L•• national BD
Jul 20, 2010 to Dec 10, 2014 · Greenville, Sc

Moves

a registration end followed by a registration begin elsewhere

L•• F•••••••• L•• to T••••••• I••••••••• M••••••••• I•••
left Feb 15, 2024, registered May 31, 2024 (106 days) · Affiliated broker-dealer or bank to another
C••• B•••••••• S•••••••• I••• to L•• F•••••••• L••
left May 18, 2022, registered May 18, 2022 (0 days) · corporate re-registration, not a move
C••••• I••••••••• A••••••• L•• to C••• B•••••••• S•••••••• I•••
left Dec 10, 2021, registered Jan 6, 2022 (27 days) · Affiliated broker-dealer or bank to another
C••••• C••••••• L•• to C••••• I••••••••• A••••••• L••
left Mar 29, 2016, registered Dec 26, 2019 (1367 days) · Other
W•••••• • R••• to C••••• C••••••• L••
left Apr 27, 2015, registered May 6, 2015 (9 days) · Other
E•••••••• A•••••••• L•• to W•••••• • R•••
left Dec 10, 2014, registered Dec 15, 2014 (5 days) · Other

Signals

J••••• F••••• B••••• left L•• F•••••••• L•• for T••••••• I••••••••• M••••••••• I••• (registered 2024-05-31)
Feb 15, 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: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address