DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

J••••••• B••••••• J••••

Advisor at A••••••••• R•••••••••

ALISO VIEJO, CA | Brighton, MI

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Search this name across graphsid dfx:ria:1b21f45c-1b80-3e7b-f64a-8067a12475e6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 28, 2008 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: A••••••••• R•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 15, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••••• R•••••••••	Independent wealth	Nov 12, 2024	n/a	yes	Brighton, MI\|ALISO VIEJO, CA	Current employment
O•••••••••	Institutional manager	Jan 18, 2019	Jan 16, 2025	no	Brighton, MI\|OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••••••••	A••••••••• R•••••••••	Jan 16, 2025	Nov 12, 2024	-65	Firm change after gap	Other
S••	O•••••••••	Feb 1, 2019	Jan 18, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
106766:325859:KS:2025-01-16	Jan 16, 2025	Nov 12, 2024	OVERLAND PARK, KS	Firm change after gap
110692:106766:MI:2019-02-01	Feb 1, 2019	Jan 18, 2019	ANN ARBOR, MI	Firm change

Relationships

Registered with (4)

→ A••••••••• R•••••••••Registered adviserregistration: current employment
Nov 12, 2024 to presentfactForm ADV
→ O•••••••••Registered adviserregistration: previous registration
Jan 18, 2019 to Jan 16, 2025factForm ADV
→ S••Registered adviserregistration: previous registration
Jan 4, 2016 to Feb 1, 2019factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Jan 16, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b21f45c-1b80-3e7b-f64a-8067a12475e6
First observed: Oct 28, 2008
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.