DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

R••••• J••• B•••• L•••••••

Advisor at R•••••• W•••••

ROCHESTER, NH

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Search this name across graphsid dfx:ria:41f57909-ed58-7497-6023-2f6c25124f6d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 19, 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: R•••••• W•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 18, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• W•••••	State registered	Dec 19, 2022	n/a	yes	ROCHESTER, NH	Current employment
E•••••••	Independent wealth	May 15, 2018	May 31, 2022	no	NEW YORK, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••	R•••••• W•••••	May 31, 2022	Dec 19, 2022	202	Firm change	RIA to state RIA
L•••••••• P••••••• S•••••••• L••	E•••••••	Dec 5, 2016	May 15, 2018

Relationships

Registered with (4)

→ R•••••• W•••••Registered adviserregistration: current employment
Dec 19, 2022 to presentfactForm ADV
→ E•••••••Registered adviserregistration: previous registration
May 15, 2018 to May 31, 2022factForm ADV
→ L•••••••• P••••••• S•••••••• L••Registered adviserregistration: previous registration
Jan 17, 2013 to Dec 5, 2016factForm ADV
→ F•••••••• F••••• I•••

Dated events

Occurred
May 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:41f57909-ed58-7497-6023-2f6c25124f6d
First observed: Jun 19, 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.