DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

J•••••• B••••••••• B•••

Advisor at C•• I••••••••• L•••

HOUSTON, TX

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Search this name across graphsid dfx:ria:45ac5b73-05a6-d847-132a-262b821d7320

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 2, 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•• I••••••••• L•••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Dec 21, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•• I••••••••• L•••	Asset manager	Jul 14, 2021	n/a	yes	HOUSTON, TX	Current employment
I•••••• A•••••••• I•••	Asset manager	Jun 8, 2010	Jun 14, 2011	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••• A•••••••• I•••	C•• I••••••••• L•••	Jun 14, 2011	Jul 14, 2021	3,683	Firm change after gap	Other
M••••• S•••••• I••••••••• A••••••• I•••	I•••••• A•••••••• I•••	Jul 12, 2010	Jun 8, 2010

Relationships

Registered with (4)

→ C•• I••••••••• L•••Registered adviserregistration: current employment
Jul 14, 2021 to presentfactForm ADV
→ I•••••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 8, 2010 to Jun 14, 2011factForm ADV
→ M••••• S•••••• I••••••••• A••••••• I•••Registered adviserregistration: previous registration
Jan 2, 2009 to Jul 12, 2010factForm ADV
→ M••••• S•••••• • C•• L••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:45ac5b73-05a6-d847-132a-262b821d7320
First observed: Oct 2, 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.