DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

J•••••• R••• B•••

Advisor at C••••••••• F••••••••

DUBLIN, OH

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Search this name across graphsid dfx:ria:3ac5abcb-cac1-d28d-1288-d8ece98652da

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

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 16, 2008 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: C••••••••• F••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jul 7, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• F••••••••	Mixed wealth	Jan 13, 2009	n/a	yes	DUBLIN, OH	Current employment
L•••••• I•••••••••	Independent wealth	Oct 15, 2010	Jul 23, 2012	no	CINCINNATI, OH\|DUBLIN, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•••••• I•••••••••	n/a	Jul 23, 2012	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ C••••••••• F••••••••Registered adviserregistration: previous registration
May 16, 2008 to Dec 31, 2008factForm ADV
→ L•••••• I•••••••••Registered adviserregistration: previous registration
Oct 15, 2010 to Jul 23, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ac5abcb-cac1-d28d-1288-d8ece98652da
First observed: May 16, 2008
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.