DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor16 years in industry

J••• B•••••• F•••••••••

Advisor at S••••

Scottsdale, AZ | NEW YORK, NY

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:24e4d210-744c-f8b3-d697-9594e501f83f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 6, 2021 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: S••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 29, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••	Independent wealth	Jan 16, 2025	n/a	yes	NEW YORK, NY\|Scottsdale, AZ	Current employment
J••• A•••••• L••	Independent wealth	Jun 21, 2022	Jan 10, 2025	no	GARDINER, ME\|Scottsdale, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• A•••••• L••	S••••	Jan 10, 2025	Jan 16, 2025	6	Firm change	RIA to RIA
F••••••••• I••••••••• A••••••• L••	J••• A•••••• L••	Aug 2, 2022	Jun 21, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
175083:313352:AZ:2022-08-02	Aug 2, 2022	Jun 21, 2022	PHOENIX, AZ	Firm change after gap

Relationships

Registered with (3)

→ S••••Registered adviserregistration: current employment
Jan 16, 2025 to presentfactForm ADV
→ J••• A•••••• L••Registered adviserregistration: previous registration
Jun 21, 2022 to Jan 10, 2025factForm ADV
→ F••••••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jan 6, 2021 to Aug 2, 2022factForm ADV

Dated events

Occurred
Jan 10, 2025
Advisor changed firm
J••• B•••••• F••••••••• left J••• A•••••• L•• for Savvy (registered 2025-01-16)
Form ADVobserved 7 days ago
Occurred
Aug 2, 2022
Advisor changed firm
J••• B•••••• F••••••••• left F••••••••• I••••••••• A••••••• L•• for J••• A•••••• L•• (registered 2022-06-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24e4d210-744c-f8b3-d697-9594e501f83f
First observed: Jan 6, 2021
Last observed: Sep 15, 2026 7 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.