DFX Intelligence

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

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RIA / WealthAdvisor17 years in industry

J••••• E•••••• B••••••

Advisor at A••• I••••••••• G••••

HUDSON, MA | NEEDHAM, MA

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:a0ba92d9-58a6-942a-99e1-48de165e9965

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 10, 2009 to Sep 15, 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: A••• I••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 10, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••• I••••••••• G••••	Independent wealth	Dec 19, 2024	n/a	yes	HUDSON, MA\|NEEDHAM, MA	Current employment
T•• P•••••• F•••••••• G••••• L••	Independent wealth	Jul 24, 2018	Jan 30, 2025	no	Shrewsbury, MA\|WALPOLE, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• P•••••• F•••••••• G••••• L••	A••• I••••••••• G••••	Jan 30, 2025	Dec 19, 2024	-42	Firm change after gap	RIA to new firm
C••••••• S••••••••• I•••	T•• P•••••• F•••••••• G••••• L••	Jul 9, 2018	Jul 24, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
172470:333593:MA:2025-01-30	Jan 30, 2025	Dec 19, 2024	WALPOLE, MA	Firm change after gap

Relationships

Registered with (4)

→ A••• I••••••••• G••••Registered adviserregistration: current employment
Dec 19, 2024 to presentfactForm ADV
→ T•• P•••••• F•••••••• G••••• L••Registered adviserregistration: previous registration
Jul 24, 2018 to Jan 30, 2025factForm ADV
→ C••••••• S••••••••• I•••Registered adviserregistration: previous registration
Jan 27, 2014 to Jul 9, 2018factForm ADV
→ L•• F•••••••• L••

Dated events

Occurred
Jan 30, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a0ba92d9-58a6-942a-99e1-48de165e9965
First observed: Mar 10, 2009
Last observed: Sep 15, 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.