B•••• J• W••••

Advisor at C•••••••

Boston, MA

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:6d2c6968-7abd-00ed-6e81-66b9fb8b0497

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 20, 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: C•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Feb 19, 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: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Nov 20, 2024	n/a	yes	Boston, MA	Current employment
B••••• F•••••••• M••••••••• L••	Former SEC adviser	Feb 20, 2018	Feb 18, 2025	no	B•••••, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• F•••••••• M••••••••• L••	C•••••••	Feb 18, 2025	Nov 20, 2024	-90	Firm change after gap	Other
B•••• A•••••••	B••••• F•••••••• M••••••••• L••	Mar 12, 2018	Feb 20, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
112360:175112:MA:2025-02-18	Feb 18, 2025	Nov 20, 2024	B•••••, MA	Firm change after gap
120418:110181:NY:2017-05-26	May 26, 2017	May 26, 2017	NEW YORK, NY	Firm change

Relationships

Registered with (4)

→ C•••••••Registered adviserregistration: current employment
Nov 20, 2024 to presentfactForm ADV
→ B••••• F•••••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 20, 2018 to Feb 18, 2025factForm ADV
→ B•••• A•••••••Registered adviserregistration: previous registration
May 26, 2017 to Mar 12, 2018factForm ADV
→ H•••••••• C••••••

Dated events

Occurred
Feb 18, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6d2c6968-7abd-00ed-6e81-66b9fb8b0497
First observed: Feb 20, 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.