DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

J•••••• B••••••• M•••••••

Advisor at H•••• W••••• P•••••••

KIRKWOOD, MO

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Search this name across graphsid dfx:ria:2eeb0566-a7f8-2b9c-ea7d-f5731200f765

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 17, 2010 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: H•••• W••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 14, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••• W••••• P•••••••	State registered	Jan 25, 2024	n/a	yes	KIRKWOOD, MO	Current employment
B••••••••• S•••••••• W•••••• L••	Former SEC adviser	Jun 17, 2010	Jan 14, 2022	no	ST LOUIS, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• S•••••••• W•••••• L••	H•••• W••••• P•••••••	Jan 14, 2022	Jan 25, 2024	741	Firm change after gap	RIA to state RIA
F•••• A•••••• S••••••••• L••	B••••••••• S•••••••• W•••••• L••	Aug 21, 2013	Jun 17, 2010

Relationships

Registered with (3)

→ H•••• W••••• P•••••••Registered adviserregistration: current employment
Jan 25, 2024 to presentfactForm ADV
→ B••••••••• S•••••••• W•••••• L••Registered adviserregistration: previous registration
Jun 17, 2010 to Jan 14, 2022factForm ADV
→ F•••• A•••••• S••••••••• L••Registered adviserregistration: previous registration
Jun 17, 2010 to Aug 21, 2013factForm ADV

Dated events

Occurred
Jan 14, 2022
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2eeb0566-a7f8-2b9c-ea7d-f5731200f765
First observed: Jun 17, 2010
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.