DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialist24 years in industry

J•••• R•••••• B•••••

Advisor at W••••• M••••••••• I••••••••• A•••••••• L••

SPRING, TX

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 graphsid dfx:ria:c086f076-4ac0-bc5b-f5ff-02c21fcf21fd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 19, 2004 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: W••••• M••••••••• I••••••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 29, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• M••••••••• I••••••••• A•••••••• L••	State registered	Jan 10, 2018	n/a	yes	SPRING, TX	Current employment
W••••• M••••••••• I••••••••• A•••••••• L••	State registered	Feb 3, 2017	Dec 31, 2017	no	SPRING, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• I••••••••• A••••••• L••	W••••• M••••••••• I••••••••• A•••••••• L••	Jul 2, 2015	Oct 17, 2014	-258	Firm change after gap	Other
O••• W••••• A•••••••• I•••	R•••• I••••••••• A••••••• L••	Dec 31, 2013	Nov 27, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
125004:170852:MI:2015-07-02	Jul 2, 2015	Oct 17, 2014	KENTWOOD, MI	Firm change after gap

Relationships

Registered with (4)

→ W••••• M••••••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 3, 2017 to Dec 31, 2017factForm ADV
→ R•••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Nov 27, 2013 to Jul 2, 2015factForm ADV
→ O••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Nov 3, 2008 to Dec 31, 2013factForm ADV
→ P•••••••• S••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c086f076-4ac0-bc5b-f5ff-02c21fcf21fd
First observed: Aug 19, 2004
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.