DFX Intelligence

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

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RIA / WealthAdvisor22 years in industry

B•••• J••••• B••••••••

Advisor at S••••••••• C••••••• L••

AUSTIN, TX

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Search this name across graphsid dfx:ria:6f7ed23d-bd74-b5af-ca4e-d5c53ae5bbb8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 23, 2006 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: S••••••••• C••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 6, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••••• C••••••• L••	State registered	Oct 11, 2016	n/a	yes	AUSTIN, TX	Current employment
E•• I••••••••• A•••••• C•••••••••	n/a	Aug 28, 2014	Dec 31, 2016	no	IRVING, TX\|Miami, FL\|Miami Beach, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•• I••••••••• A•••••• C•••••••••	S••••••••• C••••••• L••	Dec 31, 2016	Oct 11, 2016	-81	Firm change after gap	Other
C• W••••• M••••••••• L••	E•• I••••••••• A•••••• C•••••••••	Jun 11, 2013	Jun 5, 2013

Relationships

Registered with (4)

→ S••••••••• C••••••• L••Registered adviserregistration: current employment
Oct 11, 2016 to presentfactForm ADV
→ E•• I••••••••• A•••••• C•••••••••Registered adviserregistration: previous registration
Aug 28, 2014 to Dec 31, 2016factForm ADV
→ C• W••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 3, 2011 to Jun 11, 2013factForm ADV
→ W•••••• S••••••••• C•••••••••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6f7ed23d-bd74-b5af-ca4e-d5c53ae5bbb8
First observed: Feb 23, 2006
Last observed: Sep 14, 2026 8 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.