DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

J•••• P••• C••••••••

Advisor at B•• W••••• S••••••••• L••

DALLAS, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 3, 2009 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•• W••••• S••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 11, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• W••••• S••••••••• L••	Independent wealth	Mar 15, 2023	n/a	yes	DALLAS, TX	Current employment
A•••••• A••••••• S•••••••	Former SEC adviser	Jul 23, 2018	Oct 26, 2023	no	Dallas, TX\|Dallas, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• A••••••• S•••••••	B•• W••••• S••••••••• L••	Oct 26, 2023	Mar 15, 2023	-225	Firm change after gap	Ibd to RIA
C••••••••• W••••• A•••••••• L••	A•••••• A••••••• S•••••••	Jul 13, 2018	Jul 23, 2018

Relationships

Registered with (4)

→ B•• W••••• S••••••••• L••Registered adviserregistration: current employment
Mar 15, 2023 to presentfactForm ADV
→ A•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Jul 23, 2018 to Oct 26, 2023factForm ADV
→ C••••••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 21, 2014 to Jul 13, 2018factForm ADV
→ W•••• F•••• I••••••••• L••

Dated events

Order

Occurred
26 Oct 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 3, 2009
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.