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

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RIA / WealthAdvisor20 years in industry

J••• F•••••• C••••••••

Advisor at B•••• A•••••••

BALTIMORE, MD

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Search this name across graphsid dfx:ria:a5cfaa09-42e8-023b-0568-116f724b0815

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 13, 2006 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•••• A•••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Apr 12, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• A•••••••	Mixed wealth	Apr 9, 2012	n/a	yes	BALTIMORE, MD	Current employment
B•••• A•••••••	n/a	Nov 8, 2010	Apr 9, 2012	no	BALTIMORE, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••• A•••••••	B•••• A•••••••	Apr 9, 2012	Apr 9, 2012	0	Firm change	Other
B•••• A••••••• C••••••••• L••	B•••• A•••••••	Aug 23, 2010	Nov 8, 2010

Relationships

Registered with (3)

→ B•••• A•••••••Registered adviserregistration: current employment
Apr 9, 2012 to presentfactForm ADV
→ B•••• A•••••••Registered adviserregistration: previous registration
Nov 8, 2010 to Apr 9, 2012factForm ADV
→ B•••• A••••••• C••••••••• L••Registered adviserregistration: previous registration
Apr 13, 2006 to Aug 23, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a5cfaa09-42e8-023b-0568-116f724b0815
First observed: Apr 13, 2006
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.