DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst18 years in industry

R••••• J••• B•••••

Advisor at L•••

Bellevue, WA | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:888a00b0-8977-46af-0077-9a6b9f795d82

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 7, 2008 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: L•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 24, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••	Independent wealth	Sep 19, 2024	n/a	yes	LOS ANGELES, CA\|Bellevue, WA	Current employment
M••••••	Bd affiliated wealth	Jan 21, 2022	Sep 18, 2024	no	Bellevue, WA\|Bellevue, WA\|Bellevue, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••	L•••	Sep 18, 2024	Sep 19, 2024	1	Firm change	Ibd to RIA
S••••••••• A•••••• A•••••••• I•••	P•• A•••••••	Dec 21, 2021	Mar 1, 2021

Relationships

Registered with (6)

→ L•••Registered adviserregistration: current employment
Sep 19, 2024 to presentfactForm ADV
→ M••••••Registered adviserregistration: previous registration
Jan 21, 2022 to Sep 18, 2024factForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Nov 6, 2020 to Dec 21, 2021factForm ADV
→ P•• A•••••••

Dated events

Occurred
Sep 18, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:888a00b0-8977-46af-0077-9a6b9f795d82
First observed: Aug 7, 2008
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.