DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

J••• B••••••• F•••••

Advisor at C••••••• P•••• W••••• M•••••••••

TORONTO, ON | Scottsdale, AZ

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Search this name across graphsid dfx:ria:0c3e084d-1c17-f0de-855b-f210958e2fd4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Jul 25, 2003 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: C••••••• P•••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 17, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 8

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••• W••••• M•••••••••	Independent wealth	Mar 11, 2020	n/a	yes	TORONTO, ON\|Scottsdale, AZ	Current employment
C••••••• P•••• W••••• M•••••••••	Former SEC adviser	Nov 1, 2021	Oct 12, 2022	no	IRVINE, CA\|Phoenix, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• P•••• W••••• M•••••••••	n/a	Oct 12, 2022	n/a	n/a	Departure no registered destination	Departure
C••••••• P•••• W••••• M••••••••• L••	C••••••• P•••• W••••• M•••••••••	Nov 1, 2021	Mar 11, 2020	-600

Team moves

••• Locked

Team	Left	Joined	From	Kind
151579:140619:CA:2021-11-01	Nov 1, 2021	Mar 11, 2020	IRVINE, CA	Firm change after gap
148884:151579:AZ:2020-01-31	Jan 31, 2020	Mar 11, 2020	PHOENIX, AZ	Firm change

Relationships

Registered with (8)

→ C••••••• P•••• W••••• M•••••••••Registered adviserregistration: current employment
Mar 11, 2020 to presentfactForm ADV
→ C••••••• P•••• W••••• M•••••••••Registered adviserregistration: previous registration
Nov 1, 2021 to Oct 12, 2022factForm ADV
→ C••••••• P•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 11, 2020 to Nov 1, 2021factForm ADV
→ K•••••••••

Dated events

Occurred
Oct 12, 2022
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0c3e084d-1c17-f0de-855b-f210958e2fd4
First observed: Jul 25, 2003
Last observed: Sep 15, 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.