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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst19 years in industry

V••••••• J•••••••• D•••••

Advisor at B•••••• W••••• C••••••••• L••

SPRING GROVE, IL

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Search this name across graphsid dfx:ria:ab45e09b-abda-a81d-4959-a9aa0f6c720f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 27, 2010 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•••••• W••••• C••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 6, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 9derivedfrom 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
B•••••• W••••• C••••••••• L••	Independent wealth	Jun 23, 2017	n/a	yes	SPRING GROVE, IL	Current employment
K•••••• F•••••••• A••••••• S•••••••	Independent wealth	May 11, 2010	Jan 26, 2018	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
K•••••• F•••••••• A••••••• S•••••••	B•••••• W••••• C••••••••• L••	Jan 26, 2018	Jun 23, 2017	-217	Firm change after gap	Other
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	K•••••• F•••••••• A••••••• S•••••••	Jun 26, 2017

Relationships

Registered with (3)

→ B•••••• W••••• C••••••••• L••Registered adviserregistration: current employment
Jun 23, 2017 to presentfactForm ADV
→ K•••••• F•••••••• A••••••• S•••••••Registered adviserregistration: previous registration
May 11, 2010 to Jan 26, 2018factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Apr 27, 2010 to Jun 26, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ab45e09b-abda-a81d-4959-a9aa0f6c720f
First observed: Apr 27, 2010
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.