J••• B•••••••

Advisor at E••••••••• F••••••••

Berkeley, CA

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:ab0f40ec-5fd8-2c89-eaaf-5ccbccf7773a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 3, 2015 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: E••••••••• F••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••••••• F••••••••	State registered	Nov 12, 2025	n/a	yes	Berkeley, CA	Current employment
E••••••••• F••••••••	State registered	Nov 14, 2017	Dec 31, 2018	no	LAFAYETTE, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••• F•••••••• S•••••••	E••••••••• F••••••••	Jan 17, 2017	Nov 14, 2017	301	Firm change	Other
F••••• W••••• L••	P••••••••• F•••••••• S•••••••	Feb 3, 2016	Jun 20, 2016

Relationships

Registered with (3)

→ E••••••••• F••••••••Registered adviserregistration: previous registration
Nov 14, 2017 to Dec 31, 2018factForm ADV
→ P••••••••• F•••••••• S•••••••Registered adviserregistration: previous registration
Jun 20, 2016 to Jan 17, 2017factForm ADV
→ F••••• W••••• L••Registered adviserregistration: previous registration
Aug 3, 2015 to Feb 3, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ab0f40ec-5fd8-2c89-eaaf-5ccbccf7773a
First observed: Aug 3, 2015
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.