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••••• G• B•••••

A•••• F•••••••• W••••• M••••••••• L••independent RIAAshburn, VaIA-onlyIAPD 6539016

Certified Financial Planner

Feed of 09/14/2026

Also filed as J••••• Gleason B•••••

At current firm

2 y

since Aug 14, 2024

In the industry

11 y

since May 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

A•••• F•••••••• W••••• M••••••••• L•• independent RIA current
since Aug 14, 2024 · Ashburn, Va
A••••••••• F•••••••• P••••••• unclassified
Apr 27, 2024 to Aug 7, 2024 · Virginia Beach, Va
T•• C•••••••• G••••• L•• former
Jan 4, 2023 to Dec 1, 2023 · Gaithersburg, Md
A••••••••• F•••••••• P••••••• unclassified
Jan 7, 2022 to Oct 3, 2023 · Cody, Wy
A••••••••• F•••••••• S•••••••• L•• national BD
Apr 21, 2021 to Aug 18, 2021 · Greensburg, Pa
L•• F•••••••• L•• BD affiliated
Mar 20, 2020 to Apr 23, 2021 · Johnstown, Pa
E••••• J•••• national BD
Oct 14, 2019 to Jan 9, 2020 · Johnstown, Pa
A•••••••• W••••• A••••••• I•• other
Jan 7, 2016 to Jul 24, 2017 · Johnstown, Pa

Moves

a registration end followed by a registration begin elsewhere

A••••••••• F•••••••• P••••••• to A•••• F•••••••• W••••• M••••••••• L••
left Aug 7, 2024, registered Aug 14, 2024 (7 days) · Other
T•• C•••••••• G••••• L•• to A••••••••• F•••••••• P•••••••
left Dec 1, 2023, registered Apr 27, 2024 (148 days) · Other
A••••••••• F•••••••• P••••••• to T•• C•••••••• G••••• L••
left Oct 3, 2023, registered Jan 4, 2023 (-272 days) · Other
A••••••••• F•••••••• S•••••••• L•• to A••••••••• F•••••••• P•••••••
left Aug 18, 2021, registered Jan 7, 2022 (142 days) · Other
L•• F•••••••• L•• to A••••••••• F•••••••• S•••••••• L••
left Apr 23, 2021, registered Apr 21, 2021 (-2 days) · Affiliated broker-dealer or bank to another
E••••• J•••• to L•• F•••••••• L••
left Jan 9, 2020, registered Mar 20, 2020 (71 days) · Affiliated broker-dealer or bank to another · moved with a team
A•••••••• W••••• A••••••• I•• to E••••• J••••
left Jul 24, 2017, registered Oct 14, 2019 (812 days) · Other

Signals

J••••• G• B••••• left A••••••••• F•••••••• P••••••• for A•••• F•••••••• W••••• M••••••••• L•• (registered 2024-08-14)
Aug 7, 2024 · Advisor changed firm · fact
J••••• G• B••••• left T•• C•••••••• G••••• L•• for A••••••••• F•••••••• P••••••• (registered 2024-04-27)
Dec 1, 2023 · Advisor changed firm · fact
J••••• G• B••••• left A••••••••• F•••••••• P••••••• for T•• C•••••••• G••••• L•• (registered 2023-01-04)
Oct 3, 2023 · 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: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address