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•••• M•••• B•••••
Feed of 09/14/2026
Also filed as Julie Marie Bhiwandker
At current firm
0 y
since Oct 28, 2025
In the industry
14 y
since Nov 18, 2011 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- L•• E••••••••• L•• BD affiliated currentsince Oct 28, 2025 · Roseville, Ca
- F••••••• P••••••• A•• W•••••••• A••••••• formerMay 24, 2019 to Mar 26, 2020 · Campbell, Ca
- J••• M••••• S••••••••• L•• wirehouseApr 23, 2018 to Apr 12, 2019 · San Jose, Ca
- C•••••• S••••• • C••• I••• national BDMar 2, 2015 to Apr 12, 2018 · Cupertino, Ca
- M••••• S•••••• wirehouseNov 18, 2011 to Mar 17, 2015 · San Jose, Ca
Moves
a registration end followed by a registration begin elsewhere
- F••••••• P••••••• A•• W•••••••• A••••••• to L•• E••••••••• L••left Mar 26, 2020, registered Oct 28, 2025 (2042 days) · Affiliated broker-dealer or bank to another
- J••• M••••• S••••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••left Apr 12, 2019, registered May 24, 2019 (42 days) · Wirehouse to affiliated broker-dealer or bank
- C•••••• S••••• • C••• I••• to J••• M••••• S••••••••• L••left Apr 12, 2018, registered Apr 23, 2018 (11 days) · Affiliated broker-dealer or bank to wirehouse
- M••••• S•••••• to C•••••• S••••• • C••• I•••left Mar 17, 2015, registered Mar 2, 2015 (-15 days) · Wirehouse to affiliated broker-dealer or bank
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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address