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

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RIA / WealthAdvisor21 years in industry

J•••• H•••••• B•••••

Advisor at B••••••••• W••••• A•••••••• L••

THE VILLAGES, FL | Omaha, NE | SAN JUAN, PR | LONGWOOD, FL

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Search this name across graphsid dfx:ria:8a11e3d9-f4d1-8de9-9eaa-5a81d77656ec

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 21, 2005 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: B••••••••• W••••• A•••••••• L••
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 21, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Current registrations

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
T•••• L••	Independent wealth	Apr 14, 2021	n/a	yes	SAN JUAN, PR	Current employment
B••••••••• W••••• A•••••••• L••	No RAUM reported	Apr 25, 2019	n/a	yes	THE VILLAGES, FL\|LONGWOOD, FL\|Omaha, NE

Relationships

Registered with (2)

→ T•••• L••Registered adviserregistration: current employment
Apr 14, 2021 to presentfactForm ADV
→ B••••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Apr 25, 2019 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8a11e3d9-f4d1-8de9-9eaa-5a81d77656ec
First observed: Sep 21, 2005
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.