DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

J•••••••• F•••••• B••••••

Advisor at E•••••••• P••

BERWYN, PA | San Francisco, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jul 29, 2021 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: E•••••••• P••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 23, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• P••	Independent wealth	Jul 9, 2026	n/a	yes	BERWYN, PA\|San Francisco, CA	Current employment
O•••• P•••••••• S••••••••• L••	Bd affiliated wealth	Jun 26, 2024	Nov 17, 2025	no	OMAHA, NE	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• P•••••••• S••••••••• L••	E•••••••• P••	Nov 17, 2025	Jul 9, 2026	234	Firm change	Ibd to RIA
C•••••• C••••• G••••• I•••	O•••• P•••••••• S••••••••• L••	Nov 13, 2023	Jun 26, 2024

Relationships

Registered with (3)

→ E•••••••• P••Registered adviserregistration: current employment
Jul 9, 2026 to presentfactForm ADV
→ O•••• P•••••••• S••••••••• L••Registered adviserregistration: previous registration
Jun 26, 2024 to Nov 17, 2025factForm ADV
→ C•••••• C••••• G••••• I•••Registered adviserregistration: previous registration
Jul 29, 2021 to Nov 13, 2023factForm ADV

Dated events

Occurred
Nov 17, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Nov 13, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 29, 2021
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.