DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

J••••••• S•• B•••••

Advisor at F•••• C•••••• A••••••• S•••••••

Bradenton, FL | FORT WORTH, TX

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 12, 2001 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: F•••• C•••••• A••••••• S•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 12, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• C•••••• A••••••• S•••••••	Bd affiliated wealth	Mar 19, 2019	n/a	yes	Bradenton, FL\|FORT WORTH, TX	Current employment
S••••••• I••••••••• S•••••••• I•••	Former SEC adviser	Dec 12, 2001	Oct 6, 2003	no	SARASOTA, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••• I••••••••• S•••••••• I•••	F•••• C•••••• A••••••• S•••••••	Oct 6, 2003	Mar 19, 2019	5,643	Firm change after gap	Other

Relationships

Registered with (2)

→ F•••• C•••••• A••••••• S•••••••Registered adviserregistration: current employment
Mar 19, 2019 to presentfactForm ADV
→ S••••••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration
Dec 12, 2001 to Oct 6, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 12, 2001
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.