DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

J••• W••••• B•••••

Advisor at E•••••••• P••

BERWYN, PA | Johnstown, CO

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Search this name across graphsid dfx:ria:595309ed-7b94-d9c0-ae17-852ae8445840

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: May 8, 2020 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: E•••••••• P••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• P••	Independent wealth	Jan 23, 2024	n/a	yes	Johnstown, CO\|BERWYN, PA	Current employment
E•••••••• E••••••• A•••••••• I•••	Former SEC adviser	Jun 27, 2023	Apr 30, 2024	no	LOVELAND, CO\|CHICAGO, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• E••••••• A•••••••• I•••	E•••••••• P••	Apr 30, 2024	Jan 23, 2024	-98	Firm change after gap	RIA to RIA
V•••• F•••••••• A•••••••• I•••	E•••••••• E••••••• A•••••••• I•••	Jan 27, 2022	Jun 27, 2023

Relationships

Registered with (3)

→ E•••••••• P••Registered adviserregistration: current employment
Jan 23, 2024 to presentfactForm ADV
→ E•••••••• E••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 27, 2023 to Apr 30, 2024factForm ADV
→ V•••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
May 8, 2020 to Jan 27, 2022factForm ADV

Dated events

Occurred
Apr 30, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jan 27, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:595309ed-7b94-d9c0-ae17-852ae8445840
First observed: May 8, 2020
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.