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

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

J••••• D•••• B••••

Advisor at B•••••• F•••••••• A•••••••• L••

WEST CHESTER, PA | GEORGETOWN, DE

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Search this name across graphsid dfx:ria:04e9ad0b-9785-7e39-04aa-168582ef933a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 8, 2010 to Sep 15, 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•••••• F•••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• F•••••••• A•••••••• L••	Independent wealth	Aug 13, 2019	n/a	yes	GEORGETOWN, DE\|WEST CHESTER, PA	Current employment
O••••• I••••••••• A••••••• L••	Independent wealth	Jun 29, 2022	Mar 15, 2023	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
O••••• I••••••••• A••••••• L••	n/a	Mar 15, 2023	n/a	n/a	Departure no registered destination	Departure
A••••••••• F•••••••• S•••••••• L••	B•••••• F•••••••• A•••••••• L••	Aug 19, 2019	Aug 13, 2019

Relationships

Registered with (3)

→ B•••••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Aug 13, 2019 to presentfactForm ADV
→ O••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 29, 2022 to Mar 15, 2023factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 8, 2010 to Aug 19, 2019factForm ADV

Dated events

Occurred
Mar 15, 2023
Advisor departed, no destination yet
J••••• D•••• B•••• no longer registered at O••••• I••••••••• A••••••• L••; no later IA registration on IAPD
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:04e9ad0b-9785-7e39-04aa-168582ef933a
First observed: Mar 8, 2010
Last observed: Sep 15, 2026 7 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.