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

M••• R••••• J••••••

C••••• P••••••• L••independent RIAHouston, Tx IA-onlyIAPD 7422116

Feed of 09/14/2026

Also filed as Bobby J••••••

At current firm

0 y

since Jan 6, 2026

In the industry

11 y

since Aug 1, 2015 (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

C••••• P••••••• L•• independent RIA current
since Jan 6, 2026 · New York, Ny
H•••••••• A•••••••• L•• BD affiliated
Aug 20, 2024 to Apr 17, 2025 · Chicago, Il
M••••• W••••• A••••••• independent RIA
Dec 10, 2021 to Nov 8, 2024 · Austin, Tx
J•• F•••••••• • T•• A••••••• G••••• L•• independent RIA
Nov 1, 2021 to Jul 20, 2022 · Baton Rouge, La

Moves

a registration end followed by a registration begin elsewhere

H•••••••• A•••••••• L•• to C••••• P••••••• L••
left Apr 17, 2025, registered Jan 6, 2026 (264 days) · Affiliated broker-dealer or bank to independent RIA
M••••• W••••• A••••••• to H•••••••• A•••••••• L••
left Nov 8, 2024, registered Aug 20, 2024 (-80 days) · RIA to affiliated broker-dealer or bank
J•• F•••••••• • T•• A••••••• G••••• L•• to M••••• W••••• A•••••••
left Jul 20, 2022, registered Dec 10, 2021 (-222 days) · RIA to RIA

Signals

M••• R••••• J•••••• left H•••••••• A•••••••• L•• for C••••• P••••••• L•• (registered 2026-01-06)
Apr 17, 2025 · Advisor changed firm · fact
M••• R••••• J•••••• left M••••• W••••• A••••••• for H•••••••• A•••••••• L•• (registered 2024-08-20)
Nov 8, 2024 · Advisor changed firm · fact
M••• R••••• J•••••• left J•• F•••••••• • T•• A••••••• G••••• L•• for M••••• W••••• A••••••• (registered 2021-12-10)
Jul 20, 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: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address