DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)40 years in industry

J•• B•••••• E•••••••

Advisor at W•••• F•••• A•••••••

BAKERSFIELD, CA

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Search this name across graphsid dfx:ria:11d9ddbf-079d-71a7-32f6-fc03727752b5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 8, 1994 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Jul 10, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Mar 2, 2018	n/a	yes	BAKERSFIELD, CA\|BAKERSFIELD, CA\|BAKERSFIELD, CA	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Jul 28, 2006	Mar 15, 2018	no	BAKERSFIELD, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	W•••• F•••• A•••••••	Mar 15, 2018	Mar 2, 2018	-13	Firm change	Wirehouse to wirehouse
M••••• S•••••• D• I•••	U•• F•••••••• S••••••• I•••	Jul 31, 2006	Jul 28, 2006

Team moves

••• Locked

Team	Left	Joined	From	Kind
8174:19616:CA:2018-03-14	Mar 15, 2018	Mar 2, 2018	BAKERSFIELD, CA	Firm change

Relationships

Registered with (3)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Mar 2, 2018 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Jul 28, 2006 to Mar 15, 2018factForm ADV
→ M••••• S•••••• D• I•••Registered adviserregistration: previous registration
Jul 8, 1994 to Jul 31, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:11d9ddbf-079d-71a7-32f6-fc03727752b5
First observed: Jul 8, 1994
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.