DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor18 years in industry

B•••••• J•• S•••••••••

Advisor at P••••••••

CHICAGO, IL | MEDINA, OH

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:628ea7d5-71fd-c630-59ed-ed488bb5db45

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 16, 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: P••••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: May 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••••	Institutional manager	Mar 25, 2025	n/a	yes	CHICAGO, IL\|MEDINA, OH	Current employment
C••• I••••••••• A••••••• S•••••••• L••	Institutional manager	Sep 19, 2019	Feb 28, 2025	no	CLEVELAND, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••• I••••••••• A••••••• S•••••••• L••	P••••••••	Feb 28, 2025	Mar 25, 2025	25	Firm change	Other
C••• R••••••••• P••• A••••••• S•••••••	C••• I••••••••• A••••••• S•••••••• L••	Dec 31, 2021	Sep 19, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
16678:286002:OH:2021-12-31	Dec 31, 2021	Sep 19, 2019	INDEPENDENCE, OH	Firm change after gap

Relationships

Registered with (3)

→ P••••••••Registered adviserregistration: current employment
Mar 25, 2025 to presentfactForm ADV
→ C••• I••••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Sep 19, 2019 to Feb 28, 2025factForm ADV
→ C••• R••••••••• P••• A••••••• S•••••••Registered adviserregistration: previous registration
Sep 16, 2013 to Dec 31, 2021factForm ADV

Dated events

Occurred
Feb 28, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:628ea7d5-71fd-c630-59ed-ed488bb5db45
First observed: Sep 16, 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.