DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

J••••••• C•••• B••••••••

Advisor at A••••• A•• P••••••• S•••••••

Springdale, AR | Fayetteville, AR

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Search this name across graphsid dfx:ria:0f94a434-329e-7646-8387-c998a35358ea

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 12, 2003 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: A••••• A•• P••••••• S•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 12, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• A•• P••••••• S•••••••	Bd affiliated wealth	Aug 5, 2015	n/a	yes	Fayetteville, AR\|Springdale, AR	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Feb 21, 2013	Jul 10, 2015	no	SPRINGDALE, AR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	A••••• A•• P••••••• S•••••••	Jul 10, 2015	Aug 5, 2015	26	Firm change	Other
T• R••• P•••• A••••••• S•••••••• I•••	L•• F•••••••• L••	Jan 28, 2010	Feb 21, 2013

Relationships

Registered with (3)

→ A••••• A•• P••••••• S•••••••Registered adviserregistration: current employment
Aug 5, 2015 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Feb 21, 2013 to Jul 10, 2015factForm ADV
→ T• R••• P•••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
May 12, 2003 to Jan 28, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0f94a434-329e-7646-8387-c998a35358ea
First observed: May 12, 2003
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.