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RIA Intelligence

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Registered advisor

J•••• R•••••• J••••••

U••• B•••••• A•••••••• L••BD affiliatedSandpoint, Id dual registrantIAPD 7006718

Feed of 09/15/2026

Also filed as Jim R J••••••

At current firm

0 y

since Feb 13, 2026

In the industry

14 y

since Sep 1, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

U••• B•••••• A•••••••• L•• BD affiliated current
since Feb 13, 2026 · Pinehurst, Id
U••• B•••••• I••••••••• I••• former
Aug 23, 2023 to Feb 13, 2026 · Saint Paul, Mn
L•• F•••••••• L•• BD affiliated
Dec 5, 2018 to Sep 1, 2023 · Redmond, Wa
C••••• A•••••• N••••••• L•• former
Dec 3, 2018 to Dec 7, 2018 · Federal Way, Wa

Moves

a registration end followed by a registration begin elsewhere

U••• B•••••• I••••••••• I••• to U••• B•••••• A•••••••• L••
left Feb 13, 2026, registered Feb 13, 2026 (0 days) · corporate re-registration, not a move
L•• F•••••••• L•• to U••• B•••••• I••••••••• I•••
left Sep 1, 2023, registered Aug 23, 2023 (-9 days) · Affiliated broker-dealer or bank to another
C••••• A•••••• N••••••• L•• to L•• F•••••••• L••
left Dec 7, 2018, registered Dec 5, 2018 (-2 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team

Signals

J•••• R•••••• J•••••• left L•• F•••••••• L•• for U••• B•••••• I••••••••• I••• (registered 2023-08-23)
Sep 1, 2023 · a•••••• firm change · 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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address