DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)35 years in industry

E••••• J•••• B•••••

Advisor at B•• P•••••••• I•••

St. Louis, MO | CEDAR RAPIDS, IA

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Search this name across graphsid dfx:ria:271667e9-53eb-a671-7571-8ce9eb4f44a8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 6, 1997 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: B•• P•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 4, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• P•••••••• I•••	Bd affiliated wealth	Dec 18, 2025	n/a	yes	CEDAR RAPIDS, IA\|St. Louis, MO	Current employment
M•••••• S••••••••• A•••• M••••••••• L••	Former SEC adviser	Dec 8, 2016	Dec 5, 2025	no	Ellisville, MO\|117 CHESTERFIELD BUSINESS PARKWAY, MO\|MANCHESTER, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• S••••••••• A•••• M••••••••• L••	B•• P•••••••• I•••	Dec 5, 2025	Dec 18, 2025	13	Bulk transfer	Ibd to ibd
M•••••• I••••••••• A••••••• L••	M•••••• S••••••••• A•••• M••••••••• L••	Dec 31, 2016	Dec 8, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
282140:282448:MO:2016-12-26	Dec 31, 2016	Dec 8, 2016	MANCHESTER, MO	Firm change
38535:282140:MO:2016-04-13	Apr 13, 2016	Jan 27, 2016	ELLISVILLE, MO	Firm change after gap

Relationships

Registered with (5)

→ B•• P•••••••• I•••Registered adviserregistration: current employment
Dec 18, 2025 to presentfactForm ADV
→ M•••••• S••••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Dec 8, 2016 to Dec 5, 2025factForm ADV
→ M•••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jan 27, 2016 to Dec 31, 2016factForm ADV
→ M•••••• S••••••••• C••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:271667e9-53eb-a671-7571-8ce9eb4f44a8
First observed: Nov 6, 1997
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.