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

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RIA / WealthAdvisor13 years in industry

J•••• J••••• A••••

Advisor at B•••• W•••••• L••

ATLANTA, GA | SOUTH SETAUKET, NY

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Search this name across graphsid dfx:ria:67b337fc-0295-f8df-8c16-0fd4e78aba55

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 15, 2017 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: B•••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• W•••••• L••	Independent wealth	Jan 2, 2025	n/a	yes	ATLANTA, GA\|SOUTH SETAUKET, NY	Current employment
B•••• W•••••• L••	Former SEC adviser	Jan 20, 2023	Dec 31, 2024	no	Smithtown, NY\|ATLANTA, GA\|South Setuaket, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••• W•••••• L••	B•••• W•••••• L••	Dec 31, 2024	Jan 2, 2025	2	Channel change	RIA to RIA
G•••••••• W••••• P•••••••	B•••• W•••••• L••	Jan 26, 2023	Jan 20, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
165931:299805:GA:2024-12-31	Dec 31, 2024	Jan 2, 2025	ATLANTA, GA	Firm change

Relationships

Registered with (4)

→ B•••• W•••••• L••Registered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ B•••• W•••••• L••Registered adviserregistration: previous registration
Jan 20, 2023 to Dec 31, 2024factForm ADV
→ G•••••••• W••••• P•••••••Registered adviserregistration: previous registration
Jul 19, 2019 to Jan 26, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Jan 26, 2023
Advisor changed firm
J•••• J••••• A•••• left G•••••••• W••••• P••••••• for B•••• W•••••• L•• (registered 2023-01-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:67b337fc-0295-f8df-8c16-0fd4e78aba55
First observed: Dec 15, 2017
Last observed: Sep 15, 2026 7 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.