DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

J•••• B•••• B•••••••

Advisor at L•••

LOS ANGELES, CA

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Search this name across graphsid dfx:ria:91872ead-d227-1cc7-1172-a07b772096a4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 29, 2015 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: L•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 29, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••	Independent wealth	Apr 10, 2024	n/a	yes	LOS ANGELES, CA	Current employment
I•• L••• W•••••• L••	Bank affiliated wealth	Apr 25, 2023	Apr 10, 2024	no	LOS ANGELES, CA\|NEW YORK, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•• L••• W•••••• L••	L•••	Apr 10, 2024	Apr 10, 2024	0	Firm change	Other
L••• A•••••••	I•• L••• W•••••• L••	Jul 22, 2015	Apr 25, 2023

Relationships

Registered with (3)

→ L•••Registered adviserregistration: current employment
Apr 10, 2024 to presentfactForm ADV
→ I•• L••• W•••••• L••Registered adviserregistration: previous registration
Apr 25, 2023 to Apr 10, 2024factForm ADV
→ L••• A•••••••Registered adviserregistration: previous registration
Jun 29, 2015 to Jul 22, 2015factForm ADV

Dated events

Occurred
Apr 10, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:91872ead-d227-1cc7-1172-a07b772096a4
First observed: Jun 29, 2015
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.