DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner32 years in industry

E••••• J••• B•••••

Advisor at T•• B••••• • C••••••

SAN DIEGO, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 15, 2001 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: T•• B••••• • C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 28, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• B••••• • C••••••	Independent wealth	Sep 21, 2006	n/a	yes	SAN DIEGO, CA	Current employment
S•••••••• F••••••••• I•••	Former SEC adviser	Oct 31, 2005	Sep 30, 2006	no	PHOENIX, AZ\|SAN DIEGO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• F••••••••• I•••	T•• B••••• • C••••••	Sep 30, 2006	Sep 21, 2006	-9	Firm change	Other
S•••••• • C••• I•••	S•••••••• F••••••••• I•••	Oct 31, 2005	Oct 31, 2005

Relationships

Registered with (4)

→ T•• B••••• • C••••••Registered adviserregistration: current employment
Sep 21, 2006 to presentfactForm ADV
→ S•••••••• F••••••••• I•••Registered adviserregistration: previous registration
Oct 31, 2005 to Sep 30, 2006factForm ADV
→ S•••••• • C••• I•••Registered adviserregistration: previous registration
Jul 30, 2002 to Oct 31, 2005factForm ADV
→ W•••• F•••• I••••••••• L••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 15, 2001
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.