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••• C••••••• M•••••

C••••• I••••••••• A••••••• L••BD affiliatedOxnard, Ca dual registrantIAPD 5862648

Feed of 09/15/2026

Also filed as John Massar

At current firm

3 y

since Dec 22, 2022

In the industry

15 y

since Dec 4, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••• I••••••••• A••••••• L•• BD affiliated current
since Sep 5, 2025 · Oxnard, Ca
A•••••• P••••••• P•••••••• I••• BD affiliated current
since Dec 22, 2022 · Dubuque, Ia
A•••••• A••••••• S••••••• former
Dec 13, 2022 to Sep 5, 2025 · Oxnard, Ca
P•••• S••••••••• L•• no RAUM
Feb 10, 2022 to Dec 5, 2022 · Sherman Oaks, Ca
A••••• A•• P••••••• S••••••• BD affiliated
Jul 11, 2018 to Feb 9, 2022 · Pasadena, Ca
D••• D••••••• • C•• independent RIA
Nov 25, 2013 to Jan 23, 2018 · Pasadena, Ca
C•••••• W••••• • C•• former
Nov 4, 2013 to Nov 25, 2013 · Pasadena, Ca
C••••••• W••••• • C•• former
Sep 20, 2012 to Nov 4, 2013 · Pasadena, Ca

Moves

a registration end followed by a registration begin elsewhere

A•••••• A••••••• S••••••• to A•••••• P••••••• P•••••••• I•••
left Sep 5, 2025, registered Dec 22, 2022 (-988 days) · channel change inside one enterprise, not a move · moved with a team
P•••• S••••••••• L•• to A•••••• A••••••• S•••••••
left Dec 5, 2022, registered Dec 13, 2022 (8 days) · Affiliated broker-dealer or bank to another
A••••• A•• P••••••• S••••••• to P•••• S••••••••• L••
left Feb 9, 2022, registered Feb 10, 2022 (1 days) · Affiliated broker-dealer or bank to another
D••• D••••••• • C•• to A••••• A•• P••••••• S•••••••
left Jan 23, 2018, registered Jul 11, 2018 (169 days) · RIA to affiliated broker-dealer or bank
C•••••• W••••• • C•• to D••• D••••••• • C••
left Nov 25, 2013, registered Nov 25, 2013 (0 days) · corporate re-registration, not a move
C••••••• W••••• • C•• to C•••••• W••••• • C••
left Nov 4, 2013, registered Nov 4, 2013 (0 days) · corporate re-registration, not a move

Signals

J••• C••••••• M••••• left P•••• S••••••••• L•• for A•••••• A••••••• S••••••• (registered 2022-12-13)
Dec 5, 2022 · Advisor changed firm · fact
J••• C••••••• M••••• left A••••• A•• P••••••• S••••••• for P•••• S••••••••• L•• (registered 2022-02-10)
Feb 9, 2022 · 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: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address