DFX Intelligence

J•••• S•••••• C••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst28 years in industry

J•••• S•••••• C••••

Advisor at B••••••• W••••• A•••••••

JACKSON, MS

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 15, 2002 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••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 12, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• W••••• A•••••••	Independent wealth	Aug 20, 2019	n/a	yes	JACKSON, MS	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Oct 8, 2007	May 29, 2012	no	JACKSON, MS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	B••••••• W••••• A•••••••	May 29, 2012	Aug 20, 2019	2,639	Firm change after gap	Other
A•••••• A•••• M••••••••• I•••	L•• F•••••••• L••	Dec 6, 2006	Oct 8, 2007

Relationships

Registered with (4)

→ B••••••• W••••• A•••••••Registered adviserregistration: current employment
Aug 20, 2019 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Oct 8, 2007 to May 29, 2012factForm ADV
→ A•••••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Oct 14, 2003 to Dec 6, 2006factForm ADV
→ A•••••• I••••••••• M••••••••• C•••••• L••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Nov 15, 2002
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.