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

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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

E••• J••••• B••••

Advisor at W•••• F•••• A•••••••

ASHEVILLE, NC | Arden, NC | BOCA RATON, FL | HENDERSONVILLE, NC

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Search this name across graphsid dfx:ria:6d085745-b18f-ab2c-94fb-7721418f451e

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 12, 2000 to Sep 19, 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 9, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Apr 29, 2019	n/a	yes	ASHEVILLE, NC\|Arden, NC\|BOCA RATON, FL\|HENDERSONVILLE, NC	Current employment
M••••• S••••••	Wirehouse	Jun 1, 2009	Apr 30, 2019	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	W•••• F•••• A•••••••	Apr 30, 2019	Apr 29, 2019	-1	Firm change	Wirehouse to wirehouse
C•••••••• G••••• M•••••• I•••	M••••• S••••••	Jun 1, 2009

Relationships

Registered with (5)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Apr 29, 2019 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Apr 30, 2019factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
May 8, 2008 to Jun 1, 2009factForm ADV
→ M••••• S•••••• • C•• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6d085745-b18f-ab2c-94fb-7721418f451e
First observed: Apr 12, 2000
Last observed: Sep 19, 2026 3 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.