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.
Registered advisor
John Loeffler
Feed of 09/15/2026
Also filed as John Joseph Loeffler
At current firm
4 y
since Jan 4, 2022
In the industry
9 y
since Nov 1, 2016 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
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
- Kingswood Wealth Advisors, LLC BD affiliated currentsince Jan 4, 2022 · Freeport, Il
- Benchmark Advisory Services, LLC no RAUMDec 10, 2019 to Jan 3, 2022 · Freeport, Il
- Sb Advisory, LLC independent RIAMar 12, 2019 to Sep 11, 2019 · Freeport, Il
- Edward Jones national BDApr 7, 2017 to Feb 25, 2019 · Freeport, Il
Moves
a registration end followed by a registration begin elsewhere
- Benchmark Advisory Services, LLC to Kingswood Wealth Advisors, LLCleft Jan 3, 2022, registered Jan 4, 2022 (1 days) · RIA to RIA
- Sb Advisory, LLC to Benchmark Advisory Services, LLCleft Sep 11, 2019, registered Dec 10, 2019 (90 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Edward Jones to Sb Advisory, LLCleft Feb 25, 2019, registered Mar 12, 2019 (15 days) · Affiliated broker-dealer or bank to another
Signals
- John Loeffler left Benchmark Advisory Services, Llc for Kingswood Wealth Advisors, Llc (registered 2022-01-04)Jan 3, 2022 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 9derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address