DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

J••••••• H•••••• G••••••

Advisor at B•••••••• F•••••••• A•••••••

Tucson, AZ | CHARLOTTE, NC

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 29, 2018 to Sep 15, 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•••••••• F•••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• F•••••••• A•••••••	Independent wealth	May 1, 2026	n/a	yes	CHARLOTTE, NC\|Tucson, AZ	Current employment
D•••••• W••••• M••••••••• L••	Former SEC adviser	Oct 29, 2018	Jun 15, 2026	no	Tucson, AZ\|ALPINE, UT\|Tucson, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•••••• W••••• M••••••••• L••	B•••••••• F•••••••• A•••••••	Jun 15, 2026	May 1, 2026	-45	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ B•••••••• F•••••••• A•••••••Registered adviserregistration: current employment
May 1, 2026 to presentfactForm ADV
→ D•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 29, 2018 to Jun 15, 2026factForm ADV

Dated events

Order

Occurred
15 Jun 2026
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 29, 2018
Last observed: Sep 15, 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.