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••• D•••• B••••

S••••••••• W•••••mixed wealthSummit, Nj IA-onlyIAPD 6276676

Feed of 09/14/2026

Also filed as J••• B••••

At current firm

0 y

since Oct 13, 2025

In the industry

20 y

since Jan 1, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

S••••••••• W••••• mixed wealth current
since Oct 13, 2025 · Summit, Nj
F•• W••••• M••••••••• L•• unclassified
Jul 25, 2024 to Sep 8, 2025 · Waco, Tx
O••••••••• S••••••••• I••• BD affiliated
Jun 7, 2021 to Apr 18, 2024 · Waco, Tx
B••••••••• W••••• A•••••••• L•• no RAUM
Oct 15, 2019 to May 13, 2021 · Waco, Tx

Moves

a registration end followed by a registration begin elsewhere

F•• W••••• M••••••••• L•• to S••••••••• W•••••
left Sep 8, 2025, registered Oct 13, 2025 (35 days) · Other
O••••••••• S••••••••• I••• to F•• W••••• M••••••••• L••
left Apr 18, 2024, registered Jul 25, 2024 (98 days) · Other
B••••••••• W••••• A•••••••• L•• to O••••••••• S••••••••• I•••
left May 13, 2021, registered Jun 7, 2021 (25 days) · RIA to affiliated broker-dealer or bank

Signals

J••• D•••• B•••• left F•• W••••• M••••••••• L•• for S••••••••• W••••• (registered 2025-10-13)
Sep 8, 2025 · Advisor changed firm · fact
J••• D•••• B•••• left O••••••••• S••••••••• I••• for F•• W••••• M••••••••• L•• (registered 2024-07-25)
Apr 18, 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: Wealth manager with institutional or fund businessderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address