DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

J••••• B•••••••

Advisor at H•••••• I••••••••• I•••

Lake Geneva, WI

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Search this name across graphsid dfx:ria:716d4996-5d78-1d6e-a5e6-30115ac8bd9e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Jun 22, 2015 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: H•••••• I••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••• I••••••••• I•••	Independent wealth	Sep 22, 2025	n/a	yes	Lake Geneva, WI	Current employment
M•••• C••••••• A••••••• S••••••	Bd affiliated wealth	Mar 18, 2025	Apr 15, 2026	no	Lake Geneva, WI\|Lake Geneva, WI\|Wilmington, NC\|PALM BEACH GARDENS, FL\|Jenks, OK\|PALM BEACH GARDENS, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• T••••• G••••• L••	M•••• C••••••• A••••••• S••••••	Jul 8, 2026	Mar 18, 2025	-477	Firm change after gap	Other
M•••• C••••••• A••••••• S••••••	H•••••• I••••••••• I•••	Apr 15, 2026	Sep 22, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
12963:19258:FL:2026-04-15	Apr 15, 2026	Sep 22, 2025	PALM BEACH GARDENS, FL	Firm change after gap

Relationships

Registered with (4)

→ H•••••• I••••••••• I•••Registered adviserregistration: current employment
Sep 22, 2025 to presentfactForm ADV
→ T•• T••••• G••••• L••Registered adviserregistration: previous registration
Dec 20, 2024 to Jul 8, 2026factForm ADV
→ M•••• C••••••• A••••••• S••••••Registered adviserregistration: previous registration
Mar 18, 2025 to Apr 15, 2026factForm ADV
→ B••••••••• W••••• M•••••••••

Dated events

Occurred
Jul 8, 2026
Advisor changed firm
J••••• B••••••• left T•• T••••• G••••• L•• for M•••• C••••••• A••••••• S•••••• (registered 2025-03-18)
Form ADVobserved 7 days ago
Occurred
Apr 15, 2026
Advisor changed firm
J••••• B••••••• left M•••• C••••••• A••••••• S•••••• for H•••••• I••••••••• I••• (registered 2025-09-22)
Form ADVobserved 7 days ago
Occurred
Nov 1, 2024
Advisor changed firm
J••••• B••••••• left B••••••••• W••••• M••••••••• for T•• T••••• G••••• L•• (registered 2024-12-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:716d4996-5d78-1d6e-a5e6-30115ac8bd9e
First observed: Jun 22, 2015
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.