DFX Intelligence
RIA Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
J••••• R•••••• W•••••
Feed of 09/14/2026
At current firm
6 y
since Mar 6, 2020
In the industry
16 y
since Sep 1, 2010 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- B••••••• F• E•••••• • C••••••• I••••••••• BD affiliated currentsince Mar 6, 2020 · Jonesboro, Ar
- W•••• F•••• A••••••• wirehouseDec 13, 2010 to Mar 11, 2020 · Jonesboro, Ar
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to B••••••• F• E•••••• • C••••••• I•••••••••left Mar 11, 2020, registered Mar 6, 2020 (-5 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Signals
No dated event on this person.
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