DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

J••••• E••••• B••••

Advisor at W••••••• F••••••••

ELMHURST, IL

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Search this name across graphsid dfx:ria:b1f496bb-41df-a80a-7047-196f2ef7b649

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 3, 2004 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: W••••••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 15, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••• F••••••••	Independent wealth	Jan 6, 2015	n/a	yes	ELMHURST, IL	Current employment
G•• S••••••••• I•••	Bd affiliated wealth	Jan 15, 2008	Dec 31, 2013	no	PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|ELMHURST, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•• S••••••••• I•••	W••••••• F••••••••	Dec 31, 2013	Jan 6, 2015	371	Firm change	Other
C••••• A••••••• L••	G•• S••••••••• I•••	Jan 30, 2008	Jan 15, 2008

Relationships

Registered with (6)

→ W••••••• F••••••••Registered adviserregistration: current employment
Jan 6, 2015 to presentfactForm ADV
→ G•• S••••••••• I•••Registered adviserregistration: previous registration
Jan 15, 2008 to Dec 31, 2013factForm ADV
→ C••••• A••••••• L••Registered adviserregistration: previous registration
Jul 18, 2007 to Jan 30, 2008factForm ADV
→ L••••• A••••••• S•••••••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b1f496bb-41df-a80a-7047-196f2ef7b649
First observed: May 3, 2004
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.