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

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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

J••••• T•••••• B•••••

Advisor at N••••••••• I••••••••• A•••••••• L••

COLUMBUS, OH

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Search this name across graphsid dfx:ria:90721967-dbe0-7905-8fd9-526a33890bf6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Sep 17, 2007 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: N••••••••• I••••••••• A•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 14, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom 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
N••••••••• I••••••••• A•••••••• L••	Bd affiliated wealth	Oct 30, 2025	n/a	yes	COLUMBUS, OH	Current employment
T••••••••• R••••••••• A•••••••• L••	Bd affiliated wealth	Jun 12, 2025	Oct 22, 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
T••••••••• R••••••••• A•••••••• L••	N••••••••• I••••••••• A•••••••• L••	Oct 22, 2025	Oct 30, 2025	8	Firm change	Ibd to ibd
N••••••••• I••••••••• A•••••••• L••	T••••••••• R••••••••• A•••••••• L••	Nov 18, 2024

Relationships

Registered with (6)

→ N••••••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 9, 2020 to Nov 18, 2024factForm ADV
→ T••••••••• R••••••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 12, 2025 to Oct 22, 2025factForm ADV
→ C••• F•••••••• S•••••••• L•••Registered adviserregistration: previous registration
Jul 19, 2019 to Jul 29, 2020factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Oct 22, 2025
Advisor changed firm
J••••• T•••••• B••••• left T••••••••• R••••••••• A•••••••• L•• for N••••••••• I••••••••• A•••••••• L•• (registered 2025-10-30)
Form ADVobserved 6 days ago
Occurred
Nov 18, 2024
Advisor changed firm
J••••• T•••••• B••••• left N••••••••• I••••••••• A•••••••• L•• for T••••••••• R••••••••• A•••••••• L•• (registered 2025-06-12)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:90721967-dbe0-7905-8fd9-526a33890bf6
First observed: Sep 17, 2007
Last observed: Sep 14, 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.