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

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RIA / WealthAdvisor12 years in industry

J••••••• J• B••••••

Advisor at W••••• W••••• M••••••••• G••••• L• L• C•

Missouri City, TX | CHARLOTTE, NC

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Search this name across graphsid dfx:ria:8738afd3-5936-21f3-699e-51d91abcaab7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Feb 24, 2014 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: W••••• W••••• M••••••••• G••••• L• L• C•
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 7, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom 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
W••••• W••••• M••••••••• G••••• L• L• C•	State registered	Nov 25, 2025	n/a	yes	CHARLOTTE, NC\|Missouri City, TX	Current employment
E•••••• A••••••• G••••• L••	Bd affiliated wealth	May 13, 2024	Nov 19, 2025	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
E•••••• A••••••• G••••• L••	W••••• W••••• M••••••••• G••••• L• L• C•	Nov 19, 2025	Nov 25, 2025	6	Firm change	Ibd to state RIA
W••••• W••••• M••••••••• G••••• L• L• C•	E•••••• A••••••• G••••• L••	Apr 30, 2024

Relationships

Registered with (4)

→ W••••• W••••• M••••••••• G••••• L• L• C•Registered adviserregistration: previous registration
Apr 10, 2019 to Apr 30, 2024factForm ADV
→ E•••••• A••••••• G••••• L••Registered adviserregistration: previous registration
May 13, 2024 to Nov 19, 2025factForm ADV
→ B•••••• F••••••••Registered adviserregistration: previous registration
Jan 15, 2019 to Mar 26, 2019factForm ADV
→ E••••• J••••Registered adviser

Dated events

Occurred
Nov 19, 2025
Advisor changed firm
J••••••• J• B•••••• left E•••••• A••••••• G••••• L•• for W••••• W••••• M••••••••• G••••• L• L• C• (registered 2025-11-25)
Form ADVobserved 7 days ago
Occurred
Apr 30, 2024
Advisor changed firm
J••••••• J• B•••••• left W••••• W••••• M••••••••• G••••• L• L• C• for E•••••• A••••••• G••••• L•• (registered 2024-05-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8738afd3-5936-21f3-699e-51d91abcaab7
First observed: Feb 24, 2014
Last observed: Sep 15, 2026 7 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.