J•••• B• R••••

Advisor at B••••••••• W••••• A•••••••• L••

Scottsdale, AZ | WHEATON, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:59efbc67-2767-d14c-f963-d123b44a1589

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 26, 2013 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•••••••• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Nov 17, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom 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
B••••••••• W••••• A•••••••• L••	No RAUM reported	Feb 12, 2024	n/a	yes	WHEATON, IL\|Scottsdale, AZ	Current employment
S••••••••• L••	Independent wealth	Jan 12, 2018	Apr 23, 2024	no	PHOENIX, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••••• L••	B••••••••• W••••• A•••••••• L••	Apr 23, 2024	Feb 12, 2024	-71	Firm change after gap	Other
P•••••• A•••••• G••••• L••	S••••••••• L••	Jan 10, 2018	Jan 12, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
155216:290719:AZ:2018-01-10	Jan 10, 2018	Jan 12, 2018	PHOENIX, AZ	Firm change

Relationships

Registered with (3)

→ B••••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Feb 12, 2024 to presentfactForm ADV
→ S••••••••• L••Registered adviserregistration: previous registration
Jan 12, 2018 to Apr 23, 2024factForm ADV
→ P•••••• A•••••• G••••• L••Registered adviserregistration: previous registration
Jul 26, 2013 to Jan 10, 2018factForm ADV

Dated events

Occurred
Apr 23, 2024
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:59efbc67-2767-d14c-f963-d123b44a1589
First observed: Jul 26, 2013
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.