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

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RIA / WealthAdvisor27 years in industry

J••••• A•••••• B•••••

Advisor at U•••••••• V•••• A•••••••

NEW YORK, NY | Reno, NV | RENO, NV

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:2c8ed997-963a-f5f6-9452-9590ed6e48ff

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Nov 6, 2002 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: U•••••••• V•••• A•••••••
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 29, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
S••••	Independent wealth	Jan 8, 2025	n/a	yes	NEW YORK, NY\|Reno, NV	Current employment
U•••••••• V•••• A•••••••	Asset manager	Jan 20, 2017	n/a	yes	RENO, NV

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••	S••••	Dec 17, 2024	Jan 8, 2025	22	Firm change	RIA to RIA
F••••••• W••••• A•••••••• L••	F••••••	Jul 11, 2023	Jun 22, 2023

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
169613:302050:NV:2023-07-11	Jul 11, 2023	Jun 22, 2023	RENO, NV	Firm change
141253:112296:CA:2016-12-31	Dec 31, 2016	Oct 17, 2016	SAN JOSE, CA	Firm change after gap

Relationships

Registered with (8)

→ S••••Registered adviserregistration: current employment
Jan 8, 2025 to presentfactForm ADV
→ U•••••••• V•••• A•••••••Registered adviserregistration: current employment
Jan 20, 2017 to presentfactForm ADV
→ F••••••Registered adviserregistration: previous registration
Jun 22, 2023 to Dec 17, 2024factForm ADV
→ F••••••• W••••• A•••••••• L••

Dated events

Occurred
Dec 17, 2024
Advisor changed firm
J••••• A•••••• B••••• left Farther for Savvy (registered 2025-01-08)
Form ADVobserved 7 days ago
Occurred
Jul 11, 2023
Advisor changed firm
J••••• A•••••• B••••• left F••••••• W••••• A•••••••• L•• for Farther (registered 2023-06-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2c8ed997-963a-f5f6-9452-9590ed6e48ff
First observed: Nov 6, 2002
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.