DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)25 years in industry

R••••• J•• B•••••••••

Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Tampa, FL | Rindge, NH

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Search this name across graphsid dfx:ria:0beec1ea-cbd5-f36b-d289-39321cc1c0b3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 6, 2006 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: R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 13, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Apr 29, 2024	n/a	yes	Tampa, FL\|Rindge, NH	Current employment
E••••• J••••	National bd RIA	Sep 5, 2012	May 1, 2024	no	IPSWICH, MA\|ST LOUIS, MO\|South Hamilton, MA\|IPSWICH, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	May 1, 2024	Apr 29, 2024	-2	Firm change	Ibd to ibd
C••••••• S••••••••• I•••	E••••• J••••	Jul 31, 2012	Sep 5, 2012

Relationships

Registered with (3)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
Apr 29, 2024 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Sep 5, 2012 to May 1, 2024factForm ADV
→ C••••••• S••••••••• I•••Registered adviserregistration: previous registration
Oct 6, 2006 to Jul 31, 2012factForm ADV

Dated events

Occurred
May 1, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0beec1ea-cbd5-f36b-d289-39321cc1c0b3
First observed: Oct 6, 2006
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.