DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner24 years in industry

J••••••• B••••• H•••••

Advisor at B••••• F•••••••• P•••••••• L••

CRUZ QUEBRADA - DAFUNDO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 14, 2004 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•••••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 23, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• F•••••••• P•••••••• L••	Independent wealth	Oct 27, 2022	n/a	yes	CRUZ QUEBRADA - DAFUNDO	Current employment
S••••••• I••••••••• S•••••••• I•••	Former SEC adviser	Apr 14, 2008	Aug 12, 2013	no	CHATTANOOGA, TN\|CHATTANOOGA, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••• I••••••••• S•••••••• I•••	B••••• F•••••••• P•••••••• L••	Aug 12, 2013	Oct 27, 2022	3,363	Firm change after gap	Other
R•••••• J•••• • A••••••••• I•••	S••••••• I••••••••• S•••••••• I•••	Feb 4, 2008	Apr 14, 2008

Relationships

Registered with (4)

→ B••••• F•••••••• P•••••••• L••Registered adviserregistration: current employment
Oct 27, 2022 to presentfactForm ADV
→ S••••••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration
Apr 14, 2008 to Aug 12, 2013factForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Aug 31, 2006 to Feb 4, 2008factForm ADV
→ C••• B•••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 14, 2004
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.