DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

J•••• F• S••••••

Advisor at B••••• B••••• W••••• P•••••••• L••

LOWER GWYNEDD, PA

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Search this name across graphsid dfx:ria:5d8f41ff-7efd-c91a-ba60-2b9d13ed7744

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 15, 2017 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••••• B••••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 11, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• B••••• W••••• P•••••••• L••	Independent wealth	Sep 13, 2022	n/a	yes	LOWER GWYNEDD, PA	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Mar 15, 2017	Sep 13, 2022	no	CONSHOHOCKEN, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	B••••• B••••• W••••• P•••••••• L••	Sep 13, 2022	Sep 13, 2022	0	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:321705:PA:2022-09-12	Sep 13, 2022	Sep 13, 2022	CONSHOHOCKEN, PA	Firm change

Relationships

Registered with (2)

→ B••••• B••••• W••••• P•••••••• L••Registered adviserregistration: current employment
Sep 13, 2022 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 15, 2017 to Sep 13, 2022factForm ADV

Dated events

Occurred
Sep 13, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5d8f41ff-7efd-c91a-ba60-2b9d13ed7744
First observed: Mar 15, 2017
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.