DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)15 years in industry

J•••••• E•••••••• B•••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

••• Locked

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Search this name across graphsid dfx:ria:7242482b-9a49-188d-a017-c17886f44369

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 16, 2010 to Sep 15, 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•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Aug 9, 2019	n/a	yes	Lewiston, ID\|Fort Collins, CO\|Lakewood, CO	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Mar 6, 2018	Aug 13, 2019	no	Denver, CO

Moves

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From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Aug 13, 2019	Aug 9, 2019	-4	Firm change	Ibd to ibd
B••••••• I••••••••• S•••••••• I••• •••••	M•• I•••••••• S•••••••• L••	Mar 1, 2018	Mar 6, 2018

Relationships

Registered with (4)

→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Aug 9, 2019 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 6, 2018 to Aug 13, 2019factForm ADV
→ B••••••• I••••••••• S•••••••• I••• •••••Registered adviserregistration: previous registration
Feb 22, 2016 to Mar 1, 2018factForm ADV
→ C••• F•••••••• S•••••••• L•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7242482b-9a49-188d-a017-c17886f44369
First observed: Nov 16, 2010
Last observed: Sep 15, 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.