DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

J••••• T•••• E•••

Advisor at B••••••• W••••• M•••••••••

COSTA MESA, CA

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Search this name across graphsid dfx:ria:b3785603-51f7-e09f-8279-aa4373310862

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Dec 11, 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: B••••••• W••••• M•••••••••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Oct 2, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• W••••• M•••••••••	Former SEC adviser	Mar 5, 2025	n/a	yes	COSTA MESA, CA	Current employment
E•••••••• A•••••••• L••	National bd RIA	Feb 22, 2022	Mar 7, 2025	no	IRVINE, CA\|IRVINE, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• A•••••••• L••	B••••••• W••••• M•••••••••	Mar 7, 2025	Mar 5, 2025	-2	Firm change	Ibd to new firm
S•••••• N••••••• • C••••••• I•••••••••	E•••••••• A•••••••• L••	Feb 25, 2022	Feb 22, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:793:CA:2020-09-02	Sep 2, 2020	Sep 1, 2020	SEAL BEACH, CA	Firm change
250:19616:CA:2016-04-07	Apr 7, 2016	Jun 6, 2016	FOUNTAIN VALLEY, CA	Firm change

Relationships

Registered with (5)

→ B••••••• W••••• M•••••••••Registered adviserregistration: current employment
Mar 5, 2025 to presentfactForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 22, 2022 to Mar 7, 2025factForm ADV
→ S•••••• N••••••• • C••••••• I•••••••••Registered adviserregistration: previous registration
Sep 1, 2020 to Feb 25, 2022factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Mar 7, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 25, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b3785603-51f7-e09f-8279-aa4373310862
First observed: Dec 11, 2015
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.