J•••• E• B•••

Advisor at B••• A•••••••

UPPER ARLINGTON, 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:29cee202-878c-f3be-33da-67cf7d4ce558

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 13, 2013 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••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 9, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• A•••••••	State registered	Sep 7, 2021	n/a	yes	UPPER ARLINGTON, OH	Current employment
W••••••••• A••••••• P••••••• L••	Bd affiliated wealth	Mar 25, 2021	Jan 3, 2022	no	WEST CHESTER, PA\|Colombus, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••••••• A••••••• P••••••• L••	B••• A•••••••	Jan 3, 2022	Sep 7, 2021	-118	Firm change after gap	RIA to state RIA
R•••••••• A•••••••	W••••••••• A••••••• P••••••• L••	Aug 24, 2021	Mar 25, 2021

Relationships

Registered with (4)

→ B••• A•••••••Registered adviserregistration: current employment
Sep 7, 2021 to presentfactForm ADV
→ W••••••••• A••••••• P••••••• L••Registered adviserregistration: previous registration
Mar 25, 2021 to Jan 3, 2022factForm ADV
→ R•••••••• A•••••••Registered adviserregistration: previous registration
Sep 10, 2014 to Aug 24, 2021factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Jan 3, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:29cee202-878c-f3be-33da-67cf7d4ce558
First observed: Aug 13, 2013
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.