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

B•••• J••••••

C••••••••• F•••••••• N••••••national BDCarrollton, Ga dual registrantIAPD 6122026

Feed of 09/17/2026

Also filed as B•••• Christopher J••••••

At current firm

2 y

since Jul 1, 2024

In the industry

13 y

since Dec 13, 2012 (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

C••••••••• F•••••••• N•••••• national BD current
since Jul 1, 2024 · Carrollton, Ga
W•••• F•••• A••••••• wirehouse
Nov 21, 2022 to Jun 25, 2024 · Atlanta, Ga
M••••• S•••••• wirehouse
Jun 3, 2016 to Dec 1, 2022 · Peachtree City, Ga
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Dec 18, 2012 to Jun 6, 2016 · Peachtree City, Ga

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to C••••••••• F•••••••• N••••••
left Jun 25, 2024, registered Jul 1, 2024 (6 days) · Wirehouse to affiliated broker-dealer or bank
M••••• S•••••• to W•••• F•••• A•••••••
left Dec 1, 2022, registered Nov 21, 2022 (-10 days) · Wirehouse to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••
left Jun 6, 2016, registered Jun 3, 2016 (-3 days) · Wirehouse to wirehouse · moved with a team

Signals

B•••• J•••••• left W•••• F•••• A••••••• for C••••••••• F•••••••• N•••••• (registered 2024-07-01)
Jun 25, 2024 · Advisor changed firm · fact
B•••• J•••••• left M••••• S•••••• for W•••• F•••• A••••••• (registered 2022-11-21)
Dec 1, 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: National broker-dealer RIAderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address