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

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RIA / WealthAdvisor26 years in industry

S•••••• J••• C•••••

Advisor at B•••••••• I••••••••• G••••

CELEBRATION, FL | PHOENIX, AZ

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Search this name across graphsid dfx:ria:af6b7fee-9968-b81c-4119-47cb3937533e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 9, 2004 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: B•••••••• I••••••••• G••••
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: Oct 15, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom 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
B•••••••• I••••••••• G••••	Independent wealth	Mar 25, 2026	n/a	yes	PHOENIX, AZ\|CELEBRATION, FL	Current employment
B•••••••• A•••• M••••••••• L••	Independent wealth	Jun 21, 2016	Jun 30, 2023	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
B•••••••• A•••• M••••••••• L••	B•••••••• I••••••••• G••••	Jun 30, 2023	Mar 25, 2026	999	Firm change after gap	RIA to RIA
A••••••••• F•••••••• S•••••••• L••	B•••••••• A•••• M••••••••• L••	Jun 6, 2016

Relationships

Registered with (6)

→ B•••••••• I••••••••• G••••Registered adviserregistration: current employment
Mar 25, 2026 to presentfactForm ADV
→ B•••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Jun 21, 2016 to Jun 30, 2023factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 7, 2012 to Jun 6, 2016factForm ADV
→ J•• C•••••• A•••••••• L••

Dated events

Occurred
Jun 30, 2023
Advisor changed firm
S•••••• J••• C••••• left B•••••••• A•••• M••••••••• L•• for B•••••••• I••••••••• G•••• (registered 2026-03-25)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:af6b7fee-9968-b81c-4119-47cb3937533e
First observed: Nov 9, 2004
Last observed: Sep 15, 2026 6 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.