DFX Intelligence

J••• B•••• 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 Analyst20 years in industry

J••• B•••• T•••••

Advisor at B••••••••• P•••••••

WALTHAM, 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:a3812ace-b985-4ca4-ae3b-91164389b748

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 2
Observed: Jul 31, 2006 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

J••• B•••• T•••••

Real estate principal · key crd individual, shared individual crd

Private Equityidentity

J••• B•••• T•••••

Private equity principal · key crd individual, shared individual crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: B••••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 31, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• P•••••••	Independent wealth	Feb 23, 2010	n/a	yes	WALTHAM, MA	Current employment
B••••••••• F••• • C• I••	n/a	Jul 31, 2006	Feb 23, 2010	no	WALTHAM, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• F••• • C• I••	B••••••••• P•••••••	Feb 23, 2010	Feb 23, 2010	0	Firm change	Other

Relationships

Registered with (2)

→ B••••••••• P•••••••Registered adviserregistration: current employment
Feb 23, 2010 to presentfactForm ADV
→ B••••••••• F••• • C• I••Registered adviserregistration: previous registration
Jul 31, 2006 to Feb 23, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a3812ace-b985-4ca4-ae3b-91164389b748
First observed: Jul 31, 2006
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.