DFX Intelligence

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

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RIA / WealthAdvisorPersonal Financial Specialist13 years in industry

I•••• J•••• B••••••••

Advisor at F•••••••• I••••••••• A•••••••• L••

JACKSONVILLE, FL

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Search this name across graphsid dfx:ria:99e07056-1218-eb7a-747f-26b195b452a5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 4, 2017 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: F•••••••• I••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• I••••••••• A•••••••• L••	Independent wealth	Jan 26, 2022	n/a	yes	JACKSONVILLE, FL	Current employment
G••• • C•••••• I••••••••• M••••••••• I•••	Independent wealth	Jan 4, 2017	Aug 15, 2022	no	JACKSONVILLE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••• • C•••••• I••••••••• M••••••••• I•••	F•••••••• I••••••••• A•••••••• L••	Aug 15, 2022	Jan 26, 2022	-201	Firm change after gap	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
120084:317193:FL:2022-08-15	Aug 15, 2022	Jan 26, 2022	JACKSONVILLE, FL	Firm change after gap

Relationships

Registered with (2)

→ F•••••••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Jan 26, 2022 to presentfactForm ADV
→ G••• • C•••••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Jan 4, 2017 to Aug 15, 2022factForm ADV

Dated events

Occurred
Aug 15, 2022
Advisor changed firm
I•••• J•••• B•••••••• left G••• • C•••••• I••••••••• M••••••••• I••• for F•••••••• I••••••••• A•••••••• L•• (registered 2022-01-26)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:99e07056-1218-eb7a-747f-26b195b452a5
First observed: Jan 4, 2017
Last observed: Sep 14, 2026 8 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.