J••• B••••••

Advisor at R••••• W• B•••• • C•• I•••••••••

Stuart, FL | West Palm Beach, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphs

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 18, 2008 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: R••••• W• B•••• • C•• I•••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Apr 14, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Oct 24, 2016	n/a	yes	Stuart, FL\|West Palm Beach, FL	Current employment
W•••• F•••• A•••••••	Wirehouse	Feb 19, 2015	Oct 26, 2016	no	BOCA RATON, FL\|PALM BEACH, FL\|STUART, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	R••••• W• B•••• • C•• I•••••••••	Oct 26, 2016	Oct 24, 2016	-2	Firm change	Other
M••••• S••••••	W•••• F•••• A•••••••	Feb 27, 2015	Feb 19, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:8158:FL:2016-10-26	Oct 26, 2016	Oct 24, 2016	STUART, FL	Firm change
149777:19616:FL:2015-02-27	Feb 27, 2015	Feb 19, 2015	PALM BEACH GARDENS, FL	Firm change

Relationships

Registered with (3)

→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: current employment
Oct 24, 2016 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Feb 19, 2015 to Oct 26, 2016factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Dec 13, 2012 to Feb 27, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 18, 2008
Last observed: Sep 15, 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.