DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

B•••••• A•• T••••

Advisor at W••••••• J•••• W••••• M••••••••• L••

NEW YORK, NY

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Search this name across graphsid dfx:ria:7fff24db-5f9c-f6e7-5406-8f4dc04b296d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 2
Observed: Jun 20, 2007 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

B•••••• A•• T••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

B•••••• A•• T••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: W••••••• J•••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 20, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••• J•••• W••••• M••••••••• L••	Independent wealth	May 9, 2021	n/a	yes	NEW YORK, NY	Current employment
N•••••••• B••••• B• L••	No RAUM reported	Jun 20, 2007	May 8, 2012	no	NEW YORK, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••••• B••••• B• L••	W••••••• J•••• W••••• M••••••••• L••	May 8, 2012	May 9, 2021	3,288	Firm change after gap	Other

Relationships

Registered with (2)

→ W••••••• J•••• W••••• M••••••••• L••Registered adviserregistration: current employment
May 9, 2021 to presentfactForm ADV
→ N•••••••• B••••• B• L••Registered adviserregistration: previous registration
Jun 20, 2007 to May 8, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7fff24db-5f9c-f6e7-5406-8f4dc04b296d
First observed: Jun 20, 2007
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.