DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

J••••• D••••• B•••••••••

Advisor at B••••••••• W•••••

WINCHESTER, VA

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Search this name across graphsid dfx:ria:4c3d115e-69a4-f549-95f1-a9c1e72f9ace

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 17, 2015 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•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• W•••••	Independent wealth	Feb 4, 2020	n/a	yes	WINCHESTER, VA	Current employment
W•••••• • A••••••••• W••••• M•••••••••	Former SEC adviser	Jun 17, 2015	Feb 4, 2020	no	MIDDLEBURG, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• • A••••••••• W••••• M•••••••••	B••••••••• W•••••	Feb 4, 2020	Feb 4, 2020	0	Firm change	RIA to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
169677:305896:VA:2020-01-22	Feb 4, 2020	Feb 4, 2020	MIDDLEBURG, VA	Firm change

Relationships

Registered with (2)

→ B••••••••• W•••••Registered adviserregistration: current employment
Feb 4, 2020 to presentfactForm ADV
→ W•••••• • A••••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Jun 17, 2015 to Feb 4, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c3d115e-69a4-f549-95f1-a9c1e72f9ace
First observed: Jun 17, 2015
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.