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.
Feed of 09/14/2026
Also filed as Jack Burke
At current firm
3 y
since Sep 8, 2023
In the industry
10 y
since Jun 1, 2016 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Fisher Investments independent RIA currentsince Sep 8, 2023 · Miami, Fl
- Empower Advisory Group, LLC BD affiliatedApr 3, 2023 to Sep 5, 2023 · Greenwood Village, Co
- Personal Capital Advisors Corporation formerDec 7, 2020 to Apr 3, 2023 · Greenwood Village, Co
- Global Retirement Partners LLC institutionalAug 9, 2019 to Dec 22, 2020 · Washington, Dc
Moves
a registration end followed by a registration begin elsewhere
- Empower Advisory Group, LLC to Fisher Investmentsleft Sep 5, 2023, registered Sep 8, 2023 (3 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Personal Capital Advisors Corporation to Empower Advisory Group, LLCleft Apr 3, 2023, registered Apr 3, 2023 (0 days) · corporate re-registration, not a move
- Global Retirement Partners LLC to Personal Capital Advisors Corporationleft Dec 22, 2020, registered Dec 7, 2020 (-15 days) · Other
Signals
- John Kevin Burke left Empower Advisory Group, Llc for Fisher Investments (registered 2023-09-08)Sep 5, 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address