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••••• P••• M••••••••

N•••••• A•••••••BD affiliatedLafayette, La IA-onlyIAPD 7045288

Feed of 09/18/2026

At current firm

0 y

since Sep 17, 2026

In the industry

15 y

since Aug 1, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

N•••••• A••••••• BD affiliated current
since Sep 17, 2026 · Lafayette, La
B•••• S•••• G••••• L•• independent RIA current
since Jul 27, 2023 · Boulder, Co
B•••• S•••• G••••• L•• independent RIA
Jul 27, 2023 to Sep 16, 2026 · Boulder, Co
N•••••• A••••••• BD affiliated
May 5, 2023 to Jul 10, 2023 · Lafayette, La
A••••• I••••••••• P•••••••• L•• former
Feb 14, 2019 to May 5, 2023 · Lafayette, La

Moves

a registration end followed by a registration begin elsewhere

B•••• S•••• G••••• L•• to N•••••• A•••••••
left Sep 16, 2026, registered Sep 17, 2026 (1 days) · RIA to affiliated broker-dealer or bank
N•••••• A••••••• to B•••• S•••• G••••• L••
left Jul 10, 2023, registered Jul 27, 2023 (17 days) · Affiliated broker-dealer or bank to independent RIA
A••••• I••••••••• P•••••••• L•• to N•••••• A•••••••
left May 5, 2023, registered May 5, 2023 (0 days) · RIA to affiliated broker-dealer or bank · moved with a team

Signals

Justin Paul Montreuil registered as an investment adviser representative at Newedge Advisors
Sep 17, 2026 · Advisor registered · fact
Justin Paul Montreuil no longer holds an investment adviser registration (last listed at Black Swift Group, Llc on the 2026-09-16 feed)
Sep 16, 2026 · Advisor registration ended · derived
Justin Paul Montreuil left Black Swift Group, LLC for Newedge Advisors (registered 2026-09-17)
Sep 16, 2026 · Advisor changed firm · fact
Justin Paul Montreuil left Newedge Advisors for Black Swift Group, Llc (registered 2023-07-27)
Jul 10, 2023 · Advisor changed firm · fact
Justin Paul Montreuil left Ahrens Investment Partners, Llc for Newedge Advisors (registered 2023-05-05)
May 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: Broker-dealer affiliated wealth managerderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address