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

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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

J••• B•••

Advisor at H••• S••••••••• •••• I•••

Miami, FL | Ft. Lauderdale, FL

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Search this name across graphsid dfx:ria:a6aa35d6-67c9-8924-a110-9e8bf868c912

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Jul 26, 2007 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: H••• S••••••••• •••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 26, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
H••• S••••••••• •••• I•••	Bd affiliated wealth	Apr 23, 2026	n/a	yes	Miami, FL\|Ft. Lauderdale, FL	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	May 8, 2025	Apr 14, 2026	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	H••• S••••••••• •••• I•••	Apr 14, 2026	Apr 23, 2026	9	Firm change	Ibd to ibd
B•••••••• F•••••••• W••••• A••••••• L••	C•••••••• G••••• M•••••• I•••	Sep 7, 2024

Relationships

Registered with (7)

→ H••• S••••••••• •••• I•••Registered adviserregistration: current employment
Apr 23, 2026 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
May 8, 2025 to Apr 14, 2026factForm ADV
→ B•••••••• F•••••••• W••••• A••••••• L••Registered adviserregistration: previous registration
Apr 29, 2024 to Sep 7, 2024factForm ADV
→ O••••••••• • C•• I•••

Dated events

Occurred
Apr 14, 2026
Advisor changed firm
J••• B••• left C•••••••• G••••• M•••••• I••• for H••• S••••••••• •••• I••• (registered 2026-04-23)
Form ADVobserved 7 days ago
Occurred
Sep 7, 2024
Advisor changed firm
J••• B••• left B•••••••• F•••••••• W••••• A••••••• L•• for C•••••••• G••••• M•••••• I••• (registered 2025-05-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a6aa35d6-67c9-8924-a110-9e8bf868c912
First observed: Jul 26, 2007
Last observed: Sep 15, 2026 7 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.