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Registered advisor
J••••• B••••••• D•••
Feed of 09/14/2026
Also filed as Joshua Dees
At current firm
0 y
since Feb 22, 2026
In the industry
13 y
since Oct 1, 2012 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- A••••••••• F•••••••• S•••••••• L•• national BD currentsince Feb 22, 2026 · Loveland, Co
- E••••• J•••• national BDFeb 4, 2013 to Feb 25, 2026 · Windsor, Co
Moves
a registration end followed by a registration begin elsewhere
- E••••• J•••• to A••••••••• F•••••••• S•••••••• L••left Feb 25, 2026, registered Feb 22, 2026 (-3 days) · Affiliated broker-dealer or bank to another
Signals
- J••••• B••••••• D••• left E••••• J•••• for A••••••••• F•••••••• S•••••••• L•• (registered 2026-02-22)Feb 25, 2026 · 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