DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

J•••• J••• E••••

Advisor at B•••• M•••• W••••• S••••••••• L••

BISMARCK, ND | GRAND FORKS, ND

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Search this name across graphsid dfx:ria:b37db097-4179-cd42-a966-ceb612a98257

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 28, 2003 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•••• M•••• W••••• S••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 17, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• M•••• W••••• S••••••••• L••	Independent wealth	Jul 19, 2024	n/a	yes	BISMARCK, ND\|GRAND FORKS, ND	Current employment
A•••••• P••••••• P•••••••• I•••	Bd affiliated wealth	Dec 17, 2016	Jul 13, 2024	no	Bismarck, ND\|Bismarck, ND

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• P••••••• P•••••••• I•••	B•••• M•••• W••••• S••••••••• L••	Jul 13, 2024	Jul 19, 2024	6	Firm change	Ibd to new firm
U••• B•••••• I••••••••• I•••	A•••••• P••••••• P•••••••• I•••	Dec 13, 2016	Dec 17, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
106237:331043:ND:2024-07-13	Jul 13, 2024	Jul 19, 2024	BISMARCK, ND	Firm change

Relationships

Registered with (5)

→ B•••• M•••• W••••• S••••••••• L••Registered adviserregistration: current employment
Jul 19, 2024 to presentfactForm ADV
→ A•••••• P••••••• P•••••••• I•••Registered adviserregistration: previous registration
Dec 17, 2016 to Jul 13, 2024factForm ADV
→ U••• B•••••• I••••••••• I•••Registered adviserregistration: previous registration
Apr 29, 2013 to Dec 13, 2016factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Jul 13, 2024
Advisor changed firm
J•••• J••• E•••• left A•••••• P••••••• P•••••••• I••• for B•••• M•••• W••••• S••••••••• L•• (registered 2024-07-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b37db097-4179-cd42-a966-ceb612a98257
First observed: Oct 28, 2003
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.