DFX Intelligence

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

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RIA / WealthAdvisor17 years in industry

B•••••• J•• B••••••

Advisor at G•• P•••••• W•••••

AUSTIN, TX

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Search this name across graphsid dfx:ria:608d1f61-0633-225b-b45d-5ba5d01d0d54

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 24, 2008 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: G•• P•••••• W•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 21, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•• P•••••• W•••••	State registered	Mar 23, 2018	n/a	yes	AUSTIN, TX	Current employment
P•••••• P•••••••• P•••••••• L••	Former SEC adviser	Apr 29, 2013	Apr 23, 2018	no	RANDOLPH, NJ\|PARAMUS, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• P•••••••• P•••••••• L••	G•• P•••••• W•••••	Apr 23, 2018	Mar 23, 2018	-31	Firm change after gap	RIA to state RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	P•••••• P•••••••• P•••••••• L••	Apr 23, 2013	Apr 29, 2013

Relationships

Registered with (4)

→ G•• P•••••• W•••••Registered adviserregistration: current employment
Mar 23, 2018 to presentfactForm ADV
→ P•••••• P•••••••• P•••••••• L••Registered adviserregistration: previous registration
Apr 29, 2013 to Apr 23, 2018factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
May 14, 2010 to Apr 23, 2013factForm ADV
→ W•••• F•••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:608d1f61-0633-225b-b45d-5ba5d01d0d54
First observed: Nov 24, 2008
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.