DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

J••••••• A• S••••

Advisor at B••••••• R••• I••••••••• A•••••••

ROSLINDALE, MA

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Search this name across graphsid dfx:ria:a7fd2d71-7958-7b27-b90e-f59925a87d68

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Aug 5, 2020 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••••••• R••• I••••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• R••• I••••••••• A•••••••	Independent wealth	Aug 12, 2026	n/a	yes	ROSLINDALE, MA	Current employment
M••••• G••••• A••••••• I•••	Independent wealth	Jul 28, 2025	Aug 17, 2026	no	Waltham, MA\|DENVER, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• G••••• A••••••• I•••	B••••••• R••• I••••••••• A•••••••	Aug 17, 2026	Aug 12, 2026	-5	Firm change	RIA to RIA
O•••••• W••••• P••••••• L••	M••••• G••••• A••••••• I•••	Mar 31, 2026	Jul 28, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
105336:147363:MA:2026-03-31	Mar 31, 2026	Jul 28, 2025	WALTHAM, MA	Firm change after gap

Relationships

Registered with (3)

→ B••••••• R••• I••••••••• A•••••••Registered adviserregistration: current employment
Aug 12, 2026 to presentfactForm ADV
→ M••••• G••••• A••••••• I•••Registered adviserregistration: previous registration
Jul 28, 2025 to Aug 17, 2026factForm ADV
→ O•••••• W••••• P••••••• L••Registered adviserregistration: previous registration
Aug 5, 2020 to Mar 31, 2026factForm ADV

Dated events

Occurred
Aug 17, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 31, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a7fd2d71-7958-7b27-b90e-f59925a87d68
First observed: Aug 5, 2020
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.