DFX Intelligence

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

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RIA / WealthAdvisor38 years in industry

J••• J••••• B••••••

Advisor at B•••••• F•••••••• A••••••• L••

HANOVER, NH

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Search this name across graphsid dfx:ria:109eec8b-fc70-84e2-59ec-34929de49f8a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 20, 1997 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: B•••••• F•••••••• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 19, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• F•••••••• A••••••• L••	Independent wealth	Nov 15, 2017	n/a	yes	HANOVER, NH	Current employment
B•••••• • F••••• F•••••••• A•••••••	Former SEC adviser	Apr 21, 2011	Nov 13, 2017	no	HANOVER, NH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••• • F••••• F•••••••• A•••••••	B•••••• F•••••••• A••••••• L••	Nov 13, 2017	Nov 15, 2017	2	Firm change	Other
M••••• S••••••	B•••••• • F••••• F•••••••• A•••••••	May 3, 2011	Apr 21, 2011

Relationships

Registered with (5)

→ B•••••• F•••••••• A••••••• L••Registered adviserregistration: current employment
Nov 15, 2017 to presentfactForm ADV
→ B•••••• • F••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Apr 21, 2011 to Nov 13, 2017factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to May 3, 2011factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:109eec8b-fc70-84e2-59ec-34929de49f8a
First observed: Jun 20, 1997
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.