DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

J•••• B••••••• S•••••

Advisor at N••••••••• M••••• I••••••••• S•••••••••

SEATTLE, WA

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Search this name across graphsid dfx:ria:4366c3e0-c70e-7501-2e85-fc5bd18208d2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Oct 11, 2011 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

J•••• B••••••• S•••••

Venture principal · key crd individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: N••••••••• M••••• I••••••••• S•••••••••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Apr 27, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Oct 6, 2016	n/a	yes	SEATTLE, WA	Current employment
D••••••••• F•••••••• S•••••••	Independent wealth	Oct 3, 2015	Sep 23, 2016	no	SEATTLE, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• W••••• M•••••••••	D••••••••• F•••••••• S•••••••	Sep 23, 2016	Oct 3, 2015	-356	Firm change after gap	Other
D••••••••• F•••••••• S•••••••	N••••••••• M••••• I••••••••• S•••••••••	Sep 23, 2016	Oct 6, 2016

Relationships

Registered with (4)

→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: current employment
Oct 6, 2016 to presentfactForm ADV
→ E•••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 2, 2015 to Sep 23, 2016factForm ADV
→ D••••••••• F•••••••• S•••••••Registered adviserregistration: previous registration
Oct 3, 2015 to Sep 23, 2016factForm ADV
→ W•••• F•••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4366c3e0-c70e-7501-2e85-fc5bd18208d2
First observed: Oct 11, 2011
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.