DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

B••••• J•••••• W•••

Advisor at F•••••• D•• S••••••••• L••

HOUSTON, TX | Pocatello, ID

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Search this name across graphsid dfx:ria:89ac9673-2816-7ea0-c90b-28e82294f8e8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 3, 2014 to Sep 14, 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•••••• D•• S••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 23, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••• D•• S••••••••• L••	Independent wealth	Mar 24, 2021	n/a	yes	HOUSTON, TX\|Pocatello, ID	Current employment
C•••••••• F••••••••• I•••	Bd affiliated wealth	Dec 24, 2020	Mar 24, 2021	no	BLACKFOOT, ID

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• F••••••••• I•••	F•••••• D•• S••••••••• L••	Mar 24, 2021	Mar 24, 2021	0	Firm change	Ibd to RIA
L•••••• F•••••••• P•••••••	C•••••••• F••••••••• I•••	Jan 5, 2021	Dec 24, 2020

Relationships

Registered with (4)

→ F•••••• D•• S••••••••• L••Registered adviserregistration: current employment
Mar 24, 2021 to presentfactForm ADV
→ C•••••••• F••••••••• I•••Registered adviserregistration: previous registration
Dec 24, 2020 to Mar 24, 2021factForm ADV
→ L•••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Dec 20, 2018 to Jan 5, 2021factForm ADV
→ S•••••••• A••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:89ac9673-2816-7ea0-c90b-28e82294f8e8
First observed: Sep 3, 2014
Last observed: Sep 14, 2026 9 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.