DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

J••• R••• N•••••••••

Advisor at B•••••• C•••••• A••••••• L••

FORT WAYNE, IN

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Search this name across graphsid dfx:ria:a678b3b6-c517-3654-87ac-59902b11e86f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 7, 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: B•••••• C•••••• A••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• C•••••• A••••••• L••	State registered	Jan 5, 2026	n/a	yes	FORT WAYNE, IN	Current employment
H••••• B••••• S••••••••• L••	Independent wealth	Jan 7, 2017	Dec 10, 2025	no	FORT WAYNE, IN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••• B••••• S••••••••• L••	B•••••• C•••••• A••••••• L••	Dec 10, 2025	Jan 5, 2026	26	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ B•••••• C•••••• A••••••• L••Registered adviserregistration: current employment
Jan 5, 2026 to presentfactForm ADV
→ H••••• B••••• S••••••••• L••Registered adviserregistration: previous registration
Jan 7, 2017 to Dec 10, 2025factForm ADV

Dated events

Occurred
Dec 10, 2025
Advisor changed firm
J••• R••• N••••••••• left H••••• B••••• S••••••••• L•• for B•••••• C•••••• A••••••• L•• (registered 2026-01-05)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a678b3b6-c517-3654-87ac-59902b11e86f
First observed: Jan 7, 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.