DFX 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
M•••••• J•••• B••••
Feed of 09/14/2026
Also filed as M•••••• J•••• B••••••••• B••••
At current firm
1 y
since Nov 7, 2024
In the industry
11 y
since Mar 1, 2015 (earliest exam, job or registration)
Prior registered firms
2
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
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince Nov 7, 2024 · Bradenton, Fl
- E••••• J•••• national BDApr 6, 2017 to Nov 12, 2024 · Bradenton, Fl
- E••••• J•••• national BDMay 20, 2015 to Apr 4, 2017 · Bradenton, Fl
Moves
a registration end followed by a registration begin elsewhere
- E••••• J•••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Nov 12, 2024, registered Nov 7, 2024 (-5 days) · Affiliated broker-dealer or bank to another
Signals
- ••• LockedNov 12, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address