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

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RIA / WealthAdvisor39 years in industry

J••• W••••••• O••

Advisor at B•• C••••• A•••••••

CONCORD, MA

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Search this name across graphsid dfx:ria:b92c05bb-b5f5-6aa9-5cdd-6267ad9abb75

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 16, 2008 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•• C••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 9, 1986earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
B•• C••••• A•••••••	Independent wealth	Jan 28, 2010	n/a	yes	CONCORD, MA	Current employment
T•• A•••••••• I•••	Bd affiliated wealth	Oct 29, 2008	Oct 14, 2010	no	WALTHAM, MA\|SUMMIT, NJ\|CONCORD, MA

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
T•• A•••••••• I•••	B•• C••••• A•••••••	Oct 14, 2010	Jan 28, 2010	-259	Firm change after gap	Other
I• A••••••• S•••••••• I•••	T•• A•••••••• I•••	Oct 27, 2008

Relationships

Registered with (3)

→ B•• C••••• A•••••••Registered adviserregistration: current employment
Jan 28, 2010 to presentfactForm ADV
→ T•• A•••••••• I•••Registered adviserregistration: previous registration
Oct 29, 2008 to Oct 14, 2010factForm ADV
→ I• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jun 16, 2008 to Oct 27, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b92c05bb-b5f5-6aa9-5cdd-6267ad9abb75
First observed: Jun 16, 2008
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.