DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

J••• B• D••••••••

Advisor at A•••• C•••••• A•••••••• L••

FAIRHOPE, AL | Richmond, VA

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Data as of Sep 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jul 13, 2007 to Sep 24, 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: A•••• C•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 2, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• C•••••• A•••••••• L••	Independent wealth	Sep 23, 2026	n/a	yes	FAIRHOPE, AL\|Richmond, VA	Current employment
I•••••• A•••••••• I•••	Asset manager	Dec 21, 2020	Aug 24, 2026	no	North Chesterfield, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••• A•••••••• I•••	A•••• C•••••• A•••••••• L••	Aug 24, 2026	Sep 23, 2026	30	Firm change	Other
V•••• C••••••••• • D••••••••• L••	I•••••• A•••••••• I•••	Dec 17, 2020	Dec 21, 2020

Relationships

Registered with (6)

→ A•••• C•••••• A•••••••• L••Registered adviserregistration: current employment
Sep 23, 2026 to presentfactForm ADV
→ I•••••• A•••••••• I•••Registered adviserregistration: previous registration
Dec 21, 2020 to Aug 24, 2026factForm ADV
→ V•••• C••••••••• • D••••••••• L••Registered adviserregistration: previous registration
May 29, 2020 to Dec 17, 2020factForm ADV
→ G••••••••• I•••••••••Registered adviser

Dated events

1 bookkeeping event (roster, classification and holdings changes) folded below

Order

Occurred
24 Aug 2026
Advisor changed firm
••• Locked
Form ADV

Show 1 bookkeeping event

Occurred
Sep 23, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 13, 2007
Last observed: Sep 24, 2026 15 h 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.