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

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RIA / WealthAdvisordual registered (broker-dealer)42 years in industry

J•••• E••••• B•••••

Advisor at I••••••••• F•••••••• G••••• L••

Houston, TX

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Search this name across graphsid dfx:ria:512786e6-5f4f-df79-7607-d34cae937f75

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 20, 2001 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: I••••••••• F•••••••• G••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 26, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• F•••••••• G••••• L••	Bd affiliated wealth	Apr 13, 2022	n/a	yes	Houston, TX	Current employment
I••••••••• A••••• I••••••••• M••••••••• L••	Bd affiliated wealth	Jan 7, 2016	Apr 12, 2022	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• A••••• I••••••••• M••••••••• L••	I••••••••• F•••••••• G••••• L••	Apr 12, 2022	Apr 13, 2022	1	Firm change	Ibd to ibd
B• R•••• W••••• M•••••••••	I••••••••• A••••• I••••••••• M••••••••• L••	Oct 9, 2014

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
144426:7717:TX:2022-04-04	Apr 12, 2022	Apr 13, 2022	HOUSTON, TX	Firm change

Relationships

Registered with (5)

→ I••••••••• F•••••••• G••••• L••Registered adviserregistration: current employment
Apr 13, 2022 to presentfactForm ADV
→ I••••••••• A••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 7, 2016 to Apr 12, 2022factForm ADV
→ B• R•••• W••••• M•••••••••Registered adviserregistration: previous registration
Sep 29, 2014 to Oct 9, 2014factForm ADV
→ L•• F•••••••• L••

Dated events

Occurred
Apr 12, 2022
Advisor changed firm
J•••• E••••• B••••• left I••••••••• A••••• I••••••••• M••••••••• L•• for I••••••••• F•••••••• G••••• L•• (registered 2022-04-13)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:512786e6-5f4f-df79-7607-d34cae937f75
First observed: Nov 20, 2001
Last observed: Sep 14, 2026 8 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.