DFX Intelligence

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

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RIA / WealthAdvisor35 years in industry

F•••••••• J••• B••••••••

Advisor at A••• W•••••• L••

Lakewood, FL

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Search this name across graphsid dfx:ria:55b89402-8a94-2bed-60fd-bd7bcfb70d39

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 3, 1994 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••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 12, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••• W•••••• L••	Independent wealth	Jul 23, 2026	n/a	yes	Lakewood, FL	Current employment
S•••••• F•••••••• P•••••••• L••	Independent wealth	Sep 11, 2018	Jun 15, 2026	no	BETHESDA, MD\|BETHESDA, MD\|MIAMI, FL\|LAKEWOOD, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• F•••••••• P•••••••• L••	A••• W•••••• L••	Jun 15, 2026	Jul 23, 2026	38	Firm change	RIA to RIA
W•••• F•••• A•••••••	S•••••• F•••••••• P•••••••• L••	Sep 17, 2018	Sep 11, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
11025:297858:MD:2018-09-17	Sep 17, 2018	Sep 11, 2018	BETHESDA, MD	Firm change

Relationships

Registered with (6)

→ A••• W•••••• L••Registered adviserregistration: current employment
Jul 23, 2026 to presentfactForm ADV
→ S•••••• F•••••••• P•••••••• L••Registered adviserregistration: previous registration
Sep 11, 2018 to Jun 15, 2026factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Dec 11, 2013 to Sep 17, 2018factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Dated events

Occurred
Jun 15, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:55b89402-8a94-2bed-60fd-bd7bcfb70d39
First observed: Jun 3, 1994
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.