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RIA Intelligence
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Registered advisor
J••• R•••••• R••••
Feed of 09/19/2026
Also filed as J••• R••••
At current firm
0 y
since Sep 18, 2026
In the industry
11 y
since Sep 1, 2015 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- R•••• C•••••• A••••••• state registered currentsince Sep 18, 2026 · Delray Beach, Fl
- D••••••••• F••• A••••••• L• asset managerJan 6, 2026 to Jul 1, 2026 · Austin, Tx
Moves
a registration end followed by a registration begin elsewhere
- D••••••••• F••• A••••••• L• to R•••• C•••••• A•••••••left Jul 1, 2026, registered Sep 18, 2026 (79 days) · Other
Signals
- J••• R•••••• R•••• registered as an investment adviser representative at R•••• C•••••• A•••••••Sep 18, 2026 · Advisor registered · 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
- STATE REGISTEREDderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address