DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant36 years in industry

J••••• B• W•••••

Advisor at C••••••

St. Petersburg, FL

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Search this name across graphsid dfx:ria:29b4bc13-4916-c945-1323-597aa32d6b6c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 1
Observed: Oct 20, 1998 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J••••• B• W•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 23, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••	Independent wealth	Jun 17, 2026	n/a	yes	St. Petersburg, FL	Current employment
V•••••• C•••••• M••••••••• L•	Former SEC adviser	Nov 21, 2024	Jun 17, 2026	no	FISHERS, IN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•••••• C•••••• M••••••••• L•	C••••••	Jun 17, 2026	Jun 17, 2026	0	Firm change	RIA to RIA
B••••••• R•••• A•••••••• I•••	V•••••• C•••••• M••••••••• L•	Feb 21, 2025	Nov 21, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
160150:319448:IN:2026-06-16	Jun 17, 2026	Jun 17, 2026	FISHERS, IN	Firm change
120742:160150:IN:2025-02-21	Feb 21, 2025	Nov 21, 2024	FISHERS, IN	Firm change after gap

Relationships

Registered with (3)

→ C••••••Registered adviserregistration: current employment
Jun 17, 2026 to presentfactForm ADV
→ V•••••• C•••••• M••••••••• L•Registered adviserregistration: previous registration
Nov 21, 2024 to Jun 17, 2026factForm ADV
→ B••••••• R•••• A•••••••• I•••Registered adviserregistration: previous registration
Oct 20, 1998 to Feb 21, 2025factForm ADV

Dated events

Occurred
Jun 17, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 21, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:29b4bc13-4916-c945-1323-597aa32d6b6c
First observed: Oct 20, 1998
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.