DFX Intelligence

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

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RIA / WealthAdvisor34 years in industry

J••••• K•••••• B•••••

Advisor at E• W••••• A•••••••

TORRANCE, CA | Westlake Village, CA

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:4317298e-5410-5f36-3cd2-d56db7fca9bc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 29, 1999 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: E• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 17, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E• W••••• A•••••••	Independent wealth	May 15, 2025	n/a	yes	Westlake Village, CA\|TORRANCE, CA	Current employment
N•• F•••••••• S•••••••• I•••	Former SEC adviser	Dec 16, 2015	May 13, 2025	no	W•••LAKE VILLAGE, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•• F•••••••• S•••••••• I•••	E• W••••• A•••••••	May 13, 2025	May 15, 2025	2	Firm change	RIA to RIA
F•••••••• W••• G••••	N•• F•••••••• S•••••••• I•••	Dec 23, 2008	Dec 16, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
110600:111147:CA:2025-05-13	May 13, 2025	May 15, 2025	W•••LAKE VILLAGE, CA	Firm change

Relationships

Registered with (4)

→ E• W••••• A•••••••Registered adviserregistration: current employment
May 15, 2025 to presentfactForm ADV
→ N•• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Dec 16, 2015 to May 13, 2025factForm ADV
→ F•••••••• W••• G••••Registered adviserregistration: previous registration
Nov 15, 2006 to Dec 23, 2008factForm ADV
→ C•••••• S••••• • C••• I•••

Dated events

Occurred
May 13, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4317298e-5410-5f36-3cd2-d56db7fca9bc
First observed: Jul 29, 1999
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.