DFX Intelligence
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Registered advisor
J••••• B••••• L••
Feed of 09/15/2026
Also filed as J••••• B• L••••••••• L••••••• B••••• L••••••• B• L••
At current firm
1 y
since Aug 22, 2025
In the industry
30 y
since Jul 1, 1996 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- O•••• W•••••• I••• BD affiliated currentsince Aug 22, 2025 · Zionsville, In
- A••••••••• F•••••••• S•••••••• L•• national BDJan 13, 2023 to Aug 26, 2025 · Indianapolis, In
- E••••• J•••• national BDJan 30, 2018 to Jan 19, 2023 · Zionsville, In
Moves
a registration end followed by a registration begin elsewhere
- A••••••••• F•••••••• S•••••••• L•• to O•••• W•••••• I•••left Aug 26, 2025, registered Aug 22, 2025 (-4 days) · Affiliated broker-dealer or bank to another
- E••••• J•••• to A••••••••• F•••••••• S•••••••• L••left Jan 19, 2023, registered Jan 13, 2023 (-6 days) · Affiliated broker-dealer or bank to another
Signals
- ••• LockedAug 26, 2025 · Advisor changed firm · fact
- ••• LockedJan 19, 2023 · 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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address