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•••• B• D•••••

C•••••• S••••• • C••• I•••national BDWestlake, Tx dual registrantIAPD 6142811

Feed of 09/14/2026

Also filed as Jared Brent De Soto

At current firm

0 y

since Jun 22, 2026

In the industry

13 y

since Feb 8, 2013 (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•••••• S••••• • C••• I••• national BD current
since Jun 22, 2026 · Menifee, Ca
L•• F•••••••• L•• BD affiliated
May 29, 2024 to May 14, 2026 · San Diego, Ca
C•••••• S••••• • C••• I••• national BD
Oct 4, 2022 to Jan 10, 2024 · San Diego, Ca
T• A••••••••• I••• former
Feb 27, 2014 to Oct 14, 2022 · San Diego, Ca
E••••• J•••• national BD
Feb 27, 2013 to Feb 6, 2014 · El Cajon, Ca

Moves

a registration end followed by a registration begin elsewhere

L•• F•••••••• L•• to C•••••• S••••• • C••• I•••
left May 14, 2026, registered Jun 22, 2026 (39 days) · Affiliated broker-dealer or bank to another
C•••••• S••••• • C••• I••• to L•• F•••••••• L••
left Jan 10, 2024, registered May 29, 2024 (140 days) · Affiliated broker-dealer or bank to another · moved with a team
T• A••••••••• I••• to C•••••• S••••• • C••• I•••
left Oct 14, 2022, registered Oct 4, 2022 (-10 days) · channel change inside one enterprise, not a move · moved with a team
E••••• J•••• to T• A••••••••• I•••
left Feb 6, 2014, registered Feb 27, 2014 (21 days) · Other

Signals

J•••• B• D••••• left L•• F•••••••• L•• for C•••••• S••••• • C••• I••• (registered 2026-06-22)
May 14, 2026 · Advisor changed firm · fact
J•••• B• D••••• left C•••••• S••••• • C••• I••• for L•• F•••••••• L•• (registered 2024-05-29)
Jan 10, 2024 · 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