DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

J•••• H••••• B••••

Advisor at SPC

Cloverdale, CA | ANN ARBOR, MI

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 20, 2014 to Sep 15, 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: SPC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 15, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••	Bd affiliated wealth	May 8, 2026	n/a	yes	Cloverdale, CA\|ANN ARBOR, MI	Current employment
T•• A•••••••• I•••	Bd affiliated wealth	Aug 20, 2014	May 11, 2026	no	HEALDSBURG, CA\|SUMMIT, NJ\|Cloverdale, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• A•••••••• I•••	S••	May 11, 2026	May 8, 2026	-3	Firm change	Ibd to ibd

Relationships

Registered with (2)

→ S••Registered adviserregistration: current employment
May 8, 2026 to presentfactForm ADV
→ T•• A•••••••• I•••Registered adviserregistration: previous registration
Aug 20, 2014 to May 11, 2026factForm ADV

Dated events

Order

Occurred
11 May 2026
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 20, 2014
Last observed: Sep 15, 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.