DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst23 years in industry

J••••• W•••• L••••••••

Advisor at B•••• F•••••••• A•••••••

FAIRHOPE, AL

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Search this name across graphsid dfx:ria:b3cf5651-f410-df3d-f3a2-9f3750436eef

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Oct 10, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J••••• W•••• L••••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: B•••• F•••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 10, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• F•••••••• A•••••••	Independent wealth	Sep 12, 2018	n/a	yes	FAIRHOPE, AL	Current employment
W•••••• A•••••••• L••	Independent wealth	Apr 28, 2017	Aug 21, 2018	no	BIRMINGHAM, AL\|BIRMINGHAM, AL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• A•••••••• L••	B•••• F•••••••• A•••••••	Aug 21, 2018	Sep 12, 2018	22	Firm change	RIA to RIA
K•••••••• L••	W•••••• A•••••••• L••	Mar 9, 2018	Apr 28, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
116047:115332:AL:2018-02-23	Mar 9, 2018	Apr 28, 2017	BIRMINGHAM, AL	Firm change after gap

Relationships

Registered with (3)

→ B•••• F•••••••• A•••••••Registered adviserregistration: current employment
Sep 12, 2018 to presentfactForm ADV
→ W•••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 28, 2017 to Aug 21, 2018factForm ADV
→ K•••••••• L••Registered adviserregistration: previous registration
Oct 10, 2002 to Mar 9, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b3cf5651-f410-df3d-f3a2-9f3750436eef
First observed: Oct 10, 2002
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.