DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

J•••••• C•••• B••••

Advisor at O•••••••••

OVERLAND PARK, KS | Phoenix, AZ

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Search this name across graphsid dfx:ria:9424c6c5-fafc-4893-4462-5bdb625c992b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Apr 28, 2003 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: O•••••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Apr 28, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••••	Institutional manager	Jan 9, 2024	n/a	yes	OVERLAND PARK, KS\|Phoenix, AZ	Current employment
W•••••••••	Former SEC adviser	Sep 19, 2023	Oct 26, 2024	no	PHOENIX, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••••••	O•••••••••	Oct 26, 2024	Jan 9, 2024	-291	Firm change after gap	Other
T••••• W•••••• L•••••	W•••••••••	Aug 23, 2023	Sep 19, 2023

Relationships

Registered with (5)

→ O•••••••••Registered adviserregistration: current employment
Jan 9, 2024 to presentfactForm ADV
→ W•••••••••Registered adviserregistration: previous registration
Sep 19, 2023 to Oct 26, 2024factForm ADV
→ T••••• W•••••• L•••••Registered adviserregistration: previous registration
Oct 3, 2022 to Aug 23, 2023factForm ADV
→ V••••••• A•••••••• I•••

Dated events

Occurred
Oct 26, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 23, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 4, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9424c6c5-fafc-4893-4462-5bdb625c992b
First observed: Apr 28, 2003
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.