DFX Intelligence

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

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RIA / WealthAdvisor28 years in industry

J•••••• J••••• B••••••

Advisor at R••••• W• B•••• • C•• I•••••••••

Indianapolis, IN

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Search this name across graphsid dfx:ria:99b1b887-8b2b-895c-424c-240d131ad94e

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 1, 2001 to Sep 17, 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: R••••• W• B•••• • C•• I•••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jan 21, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Apr 16, 2026	n/a	yes	Indianapolis, IN\|Indianapolis, IN	Current employment
G•••••• I••••••••• M•••••••••	Mixed wealth	Jul 14, 2017	May 12, 2026	no	CARMEL, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••• I••••••••• M•••••••••	R••••• W• B•••• • C•• I•••••••••	May 12, 2026	Apr 16, 2026	-26	Firm change	RIA to RIA
S•••••• N••••••• • C••••••• I•••••••••	G•••••• I••••••••• M•••••••••	Jul 6, 2017	Jul 14, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
44402:8158:IN:2026-05-12	May 12, 2026	Apr 16, 2026	CARMEL, IN	Firm change

Relationships

Registered with (4)

→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: current employment
Apr 16, 2026 to presentfactForm ADV
→ G•••••• I••••••••• M•••••••••Registered adviserregistration: previous registration
Jul 14, 2017 to May 12, 2026factForm ADV
→ S•••••• N••••••• • C••••••• I•••••••••Registered adviserregistration: previous registration
May 16, 2005 to Jul 6, 2017factForm ADV
→ K•••••• C•••••• M•••••• I•••

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 12, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Show 1 bookkeeping events

Occurred
Sep 16, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:99b1b887-8b2b-895c-424c-240d131ad94e
First observed: Jan 1, 2001
Last observed: Sep 17, 2026 6 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.