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

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RIA / WealthAdvisor20 years in industry

E•••• J• A•••••

Advisor at B••••••••• W••••• A•••••••• L••

Brooksville, FL | Spring Hill, FL | Land O' Lakes, FL | CRYSTAL RIVER, FL

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Search this name across graphsid dfx:ria:051bf3cc-be08-fcf3-0f94-605fdab19d26

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 13, 2006 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••••••••• W••••• A•••••••• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Feb 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• W••••• A•••••••• L••	No RAUM reported	Mar 24, 2016	n/a	yes	Brooksville, FL\|Land O' Lakes, FL\|CRYSTAL RIVER, FL\|Spring Hill, FL\|Spring Hill, FL	Current employment
T•••••• W••••• A•••••••• I•••	Former SEC adviser	Nov 4, 2015	Mar 2, 2016	no	Spring Hill, FL\|ACWORTH, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••• W••••• A•••••••• I•••	B••••••••• W••••• A•••••••• L••	Mar 2, 2016	Mar 24, 2016	22	Firm change	Other
I••••• F•••••••• C•••••••••	T•••••• W••••• A•••••••• I•••	Mar 30, 2009	Nov 4, 2015

Relationships

Registered with (4)

→ B••••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Mar 24, 2016 to presentfactForm ADV
→ T•••••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Nov 4, 2015 to Mar 2, 2016factForm ADV
→ I••••• F•••••••• C•••••••••Registered adviserregistration: previous registration
Mar 3, 2008 to Mar 30, 2009factForm ADV
→ S••••••• I••••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:051bf3cc-be08-fcf3-0f94-605fdab19d26
First observed: Feb 13, 2006
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.