DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

B•••• R•• J••••••

Advisor at B••••••• W••••• A•••••••• L••

BELLEVUE, WA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 1, 2006 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••••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• W••••• A•••••••• L••	Independent wealth	Feb 7, 2025	n/a	yes	BELLEVUE, WA	Current employment
L••	Former SEC adviser	Dec 4, 2020	Feb 10, 2025	no	SEATTLE, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••	B••••••• W••••• A•••••••• L••	Feb 10, 2025	Feb 7, 2025	-3	Firm change	RIA to new firm
F•••••••• L••	L••	Dec 14, 2020	Dec 4, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
113400:334018:WA:2025-02-10	Feb 10, 2025	Feb 7, 2025	SEATTLE, WA	Firm change
138419:113400:WA:2020-12-14	Dec 14, 2020	Dec 4, 2020	SEATTLE, WA	Firm change

Relationships

Registered with (3)

→ B••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Feb 7, 2025 to presentfactForm ADV
→ L••Registered adviserregistration: previous registration
Dec 4, 2020 to Feb 10, 2025factForm ADV
→ F•••••••• L••Registered adviserregistration: previous registration
Jan 6, 2016 to Dec 14, 2020factForm ADV

Dated events

Order

Occurred
10 Feb 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 1, 2006
Last observed: Sep 14, 2026 10 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.