DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)43 years in industry

J•••• W•••• T•••••••

Advisor at B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••

TEMPLE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:94d6f62f-7509-b288-d0fd-dbcbf556b90f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 12, 2002 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: B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 28, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	Bd affiliated wealth	Jun 26, 2007	n/a	yes	TEMPLE, PA	Current employment
B••••••••• S••••••••• C•••••••••	n/a	Sep 12, 2002	Jun 26, 2007	no	TEMPLE, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• S••••••••• C•••••••••	B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	Jun 26, 2007	Jun 26, 2007	0	Firm change	Other

Relationships

Registered with (2)

→ B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••Registered adviserregistration: current employment
Jun 26, 2007 to presentfactForm ADV
→ B••••••••• S••••••••• C•••••••••Registered adviserregistration: previous registration
Sep 12, 2002 to Jun 26, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:94d6f62f-7509-b288-d0fd-dbcbf556b90f
First observed: Sep 12, 2002
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.