DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)38 years in industry

J•••• B•••• B••••

Advisor at V•••• F•••••••• A•••••••• I•••

LINTHICUM HEIGHTS, MD

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Mar 6, 2007 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: V•••• F•••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 9, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Mar 6, 2026	n/a	yes	LINTHICUM HEIGHTS, MD	Current employment
S••••••• P•••••• F••••••••• L••	Former SEC adviser	Sep 3, 2019	Mar 2, 2021	no	Bethesda, MD\|SAN DIEGO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••• F•••••••• G••••• I•••	C••• F•••••••• S•••••••• L•••	Jul 7, 2025	Sep 3, 2019	-2,134	Channel change	Ibd to ibd
C•••••• G•••• • C• I••	V•••• F•••••••• A•••••••• I•••	Jul 7, 2025	Mar 6, 2026

Relationships

Registered with (7)

→ V•••• F•••••••• A•••••••• I•••Registered adviserregistration: current employment
Mar 6, 2026 to presentfactForm ADV
→ C•••••• G•••• • C• I••Registered adviserregistration: previous registration
Sep 3, 2019 to Jul 7, 2025factForm ADV
→ N••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Nov 30, 2018 to Jul 7, 2025factForm ADV
→ S••••••• P•••••• F••••••••• L••

Dated events

Occurred
Jul 7, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 6, 2007
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.