DFX Intelligence

J••••• A••••• B••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor24 years in industry

J••••• A••••• B••••••

Advisor at B•••••• W••••• M•••••••••

ROCHESTER, NY

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Search this name across graphsid dfx:ria:04417061-8b24-48eb-8d3f-98ad06874569

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 14, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: B•••••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 8, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• W••••• M•••••••••	State registered	Apr 12, 2021	n/a	yes	ROCHESTER, NY	Current employment
B•••••• W••••• M•••••••••	State registered	Mar 26, 2008	Dec 10, 2010	no	ROCHESTER, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	B•••••• W••••• M•••••••••	Feb 14, 2003	Mar 26, 2008	1,867	Firm change after gap	Wirehouse to state RIA

Relationships

Registered with (2)

→ B•••••• W••••• M•••••••••Registered adviserregistration: previous registration
Mar 26, 2008 to Dec 10, 2010factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Nov 14, 2002 to Feb 14, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:04417061-8b24-48eb-8d3f-98ad06874569
First observed: Nov 14, 2002
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.