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

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RIA / WealthAdvisor24 years in industry

D••••• J• B••••

Advisor at M••• W•••••

DENVER, CO | INDIANAPOLIS, IN

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Search this name across graphsid dfx:ria:b953c7ea-ed67-107e-d4ef-cd16fdd56b7a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 10, 2020 to Sep 15, 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: M••• W•••••
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: Feb 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

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
M••• W•••••	Independent wealth	May 25, 2022	n/a	yes	INDIANAPOLIS, IN\|DENVER, CO	Current employment
E••••• J••••	National bd RIA	Jun 10, 2020	May 4, 2022	no	INDIANAPOLIS, IN\|INDIANAPOLIS, IN\|Indianapolis, IN\|ST LOUIS, MO

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
E••••• J••••	M••• W•••••	May 4, 2022	May 25, 2022	21	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ M••• W•••••Registered adviserregistration: current employment
May 25, 2022 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jun 10, 2020 to May 4, 2022factForm ADV

Dated events

Occurred
May 4, 2022
Advisor changed firm
D••••• J• B•••• left E••••• J•••• for M••• W••••• (registered 2022-05-25)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b953c7ea-ed67-107e-d4ef-cd16fdd56b7a
First observed: Jun 10, 2020
Last observed: Sep 15, 2026 6 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.