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

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RIA / WealthAdvisor10 years in industry

C•••• J••••• B•••••••••

Advisor at R••• W•••••

FORT COLLINS, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:16f42d4d-bd55-1013-da5b-ca095b3724ba

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Mar 2, 2021 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••• W•••••
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
R••• W•••••	No RAUM reported	Jun 1, 2026	n/a	yes	FORT COLLINS, CO	Current employment
W•••• F•••• A•••••••	Wirehouse	May 22, 2024	Jun 15, 2026	no	FORT COLLINS, CO\|ST. LOUIS, MO

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	R••• W•••••	Jun 15, 2026	Jun 1, 2026	-14	Firm change	Wirehouse to new firm
L•• F•••••••• L••	W•••• F•••• A•••••••	May 23, 2024

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6413:11025:CO:2024-05-23	May 23, 2024	May 22, 2024	LOVELAND, CO	Firm change

Relationships

Registered with (4)

→ R••• W•••••Registered adviserregistration: current employment
Jun 1, 2026 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
May 22, 2024 to Jun 15, 2026factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Mar 7, 2022 to May 23, 2024factForm ADV
→ T••••••• I••••••••• M••••••••• I•••

Dated events

Occurred
Jun 15, 2026
Advisor changed firm
C•••• J••••• B••••••••• left W•••• F•••• A••••••• for R••• W••••• (registered 2026-06-01)
Form ADVobserved 7 days ago
Occurred
May 23, 2024
Advisor changed firm
C•••• J••••• B••••••••• left L•• F•••••••• L•• for W•••• F•••• A••••••• (registered 2024-05-22)
Form ADVobserved 7 days ago
Occurred
Mar 8, 2022
Advisor changed firm
C•••• J••••• B••••••••• left T••••••• I••••••••• M••••••••• I••• for L•• F•••••••• L•• (registered 2022-03-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:16f42d4d-bd55-1013-da5b-ca095b3724ba
First observed: Mar 2, 2021
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.