DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner24 years in industry

B•••• J••••• C•••••

Advisor at J•••••• W••••• M•••••••••

CLEVELAND, OH

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Search this name across graphsid dfx:ria:07466d9c-638c-2355-a96d-3d4115a17736

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jan 28, 2004 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: J•••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•••••• W••••• M•••••••••	Independent wealth	Aug 29, 2022	n/a	yes	CLEVELAND, OH	Current employment
B••••• F•••••••• A••••••• L••	Independent wealth	Aug 7, 2015	Dec 20, 2022	no	CLEVELAND, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• F•••••••• A••••••• L••	J•••••• W••••• M•••••••••	Dec 20, 2022	Aug 29, 2022	-113	Firm change after gap	RIA to RIA
C•••••• A•••••••	B••••• F•••••••• A••••••• L••	Aug 9, 2022	Aug 7, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
174334:298904:OH:2022-12-20	Dec 20, 2022	Aug 29, 2022	CLEVELAND, OH	Firm change after gap
162200:174334:OH:2022-08-05	Aug 9, 2022	Aug 7, 2015	NORTH RIDGEVILLE, OH	Firm change after gap

Relationships

Registered with (7)

→ J•••••• W••••• M•••••••••Registered adviserregistration: current employment
Aug 29, 2022 to presentfactForm ADV
→ B••••• F•••••••• A••••••• L••Registered adviserregistration: previous registration
Aug 7, 2015 to Dec 20, 2022factForm ADV
→ C•••••• A•••••••Registered adviserregistration: previous registration
Jun 5, 2012 to Aug 9, 2022factForm ADV
→ L•••••• I•••••••••

Dated events

Occurred
Dec 20, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 9, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:07466d9c-638c-2355-a96d-3d4115a17736
First observed: Jan 28, 2004
Last observed: Sep 14, 2026 9 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.