DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

J•••• B•••• R••••••••

Advisor at A••••••• F••••••••• L•••

FOLSOM, CA | Addison, TX

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Search this name across graphsid dfx:ria:528800fe-c72f-640c-366a-35ea55c83081

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Sep 22, 2018 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: A••••••• F••••••••• L•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• F••••••••• L•••	Bd affiliated wealth	Aug 31, 2023	n/a	yes	FOLSOM, CA\|Addison, TX	Current employment
E•••••• A••••••• G••••• L••	Bd affiliated wealth	Apr 3, 2023	Oct 4, 2023	no	GREENWOOD VILLAGE, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• A••••••• G••••• L••	A••••••• F••••••••• L•••	Oct 4, 2023	Aug 31, 2023	-34	Firm change after gap	Ibd to ibd
P••••••• C•••••• A••••••• C•••••••••	E•••••• A••••••• G••••• L••	Apr 3, 2023	Apr 3, 2023

Relationships

Registered with (6)

→ A••••••• F••••••••• L•••Registered adviserregistration: current employment
Aug 31, 2023 to presentfactForm ADV
→ E•••••• A••••••• G••••• L••Registered adviserregistration: previous registration
Apr 3, 2023 to Oct 4, 2023factForm ADV
→ P••••••• C•••••• A••••••• C•••••••••Registered adviserregistration: previous registration
Feb 27, 2023 to Apr 3, 2023factForm ADV
→ G•• W••••• M•••••••••

Dated events

Occurred
Oct 4, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Oct 20, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 6, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:528800fe-c72f-640c-366a-35ea55c83081
First observed: Sep 22, 2018
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.