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

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RIA / WealthAdvisor21 years in industry

J••••• E• B••••

Advisor at W•••• F•••• I••••••••• I••••••••• I•••

SAINT LOUIS, MO

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Search this name across graphsid dfx:ria:537c192b-b57c-9ca9-f4b8-6bfaf70a38d4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 27, 2009 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: W•••• F•••• I••••••••• I••••••••• I•••
Current firm class: bank affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 15, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• I••••••••• I••••••••• I•••	Bank affiliated wealth	Feb 27, 2023	n/a	yes	SAINT LOUIS, MO	Current employment
W•••• F•••• A•••••••	Wirehouse	Dec 14, 2009	Jan 26, 2023	no	ST. LOUIS, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	W•••• F•••• I••••••••• I••••••••• I•••	Jan 26, 2023	Feb 27, 2023	32	Firm change	Wirehouse to RIA
W•••• F•••• A•••••••	W•••• F•••• A•••••••	Jan 26, 2023	Dec 14, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:11025:MO:2023-01-26	Jan 26, 2023	Dec 14, 2009	ST LOUIS, MO	Firm change after gap

Relationships

Registered with (3)

→ W•••• F•••• I••••••••• I••••••••• I•••Registered adviserregistration: current employment
Feb 27, 2023 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Dec 14, 2009 to Jan 26, 2023factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Apr 27, 2009 to Jan 26, 2023factForm ADV

Dated events

Occurred
Jan 26, 2023
Advisor changed firm
J••••• E• B•••• left W•••• F•••• A••••••• for W•••• F•••• I••••••••• I••••••••• I••• (registered 2023-02-27)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:537c192b-b57c-9ca9-f4b8-6bfaf70a38d4
First observed: Apr 27, 2009
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.