J••• J• W•••••

Advisor at B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••

HARRISON, OH

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:2518a192-35c2-d725-887b-acfe5fa7484c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 27, 2018 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••••• • C•••••• F•••••••• S•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	Bd affiliated wealth	Jul 1, 2020	n/a	yes	HARRISON, OH	Current employment
P•••••••• A•••••••	National bd RIA	Mar 27, 2018	Dec 31, 2019	no	CINCINNATI, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• A•••••••	B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	Dec 31, 2019	Jul 1, 2020	183	Firm change	Ibd to ibd

Relationships

Registered with (2)

→ B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••Registered adviserregistration: current employment
Jul 1, 2020 to presentfactForm ADV
→ P•••••••• A•••••••Registered adviserregistration: previous registration
Mar 27, 2018 to Dec 31, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2518a192-35c2-d725-887b-acfe5fa7484c
First observed: Mar 27, 2018
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.