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

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RIA / WealthAdvisor18 years in industry

J•••••• B••••• B•••••

Advisor at S••••••• P•••••••

GLASTONBURY, CT

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Search this name across graphsid dfx:ria:7026fbd4-b69c-9e82-3491-bd8958cd06cc

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

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 3, 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: S••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 25, 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

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
S••••••• P•••••••	Independent wealth	Aug 19, 2026	n/a	yes	GLASTONBURY, CT	Current employment
V••••• I••••••••• A•••••••• L••	Asset manager	Oct 11, 2011	Aug 17, 2026	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
V••••• I••••••••• A•••••••• L••	S••••••• P•••••••	Aug 17, 2026	Aug 19, 2026	2	Firm change	Other
V••• F•••••••• A•••••••• I•••	V••••• I••••••••• A•••••••• L••	Jan 21, 2011

Relationships

Registered with (5)

→ S••••••• P•••••••Registered adviserregistration: current employment
Aug 19, 2026 to presentfactForm ADV
→ V••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 11, 2011 to Aug 17, 2026factForm ADV
→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 3, 2011 to Jan 21, 2011factForm ADV
→ V••• F•••••••• P•••••••• L••

Dated events

Occurred
Aug 17, 2026
Advisor changed firm
J•••••• B••••• B••••• left V••••• I••••••••• A•••••••• L•• for S••••••• P••••••• (registered 2026-08-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7026fbd4-b69c-9e82-3491-bd8958cd06cc
First observed: Mar 3, 2008
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.