DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner22 years in industry

B•••• J•••••• B••••

Advisor at B•••• W••••• M••••••••• L••

PETALUMA, CA

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Search this name across graphsid dfx:ria:4b122beb-20eb-1835-6367-68cc458a8f2d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 5, 2004 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: B•••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 4, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• W••••• M••••••••• L••	Independent wealth	Feb 22, 2017	n/a	yes	PETALUMA, CA	Current employment
J••••••• • B•••• W••••• M••••••••• L••	Former SEC adviser	Jan 6, 2014	Feb 27, 2017	no	PETALUMA, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••••••• • B•••• W••••• M••••••••• L••	B•••• W••••• M••••••••• L••	Feb 27, 2017	Feb 22, 2017	-5	Firm change	Other
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	J••••••• • B•••• W••••• M••••••••• L••	Jan 6, 2014	Jan 6, 2014

Relationships

Registered with (6)

→ B•••• W••••• M••••••••• L••Registered adviserregistration: current employment
Feb 22, 2017 to presentfactForm ADV
→ J••••••• • B•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 6, 2014 to Feb 27, 2017factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Sep 25, 2009 to Jan 6, 2014factForm ADV
→ W•••• F•••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4b122beb-20eb-1835-6367-68cc458a8f2d
First observed: Mar 5, 2004
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.