DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

H•••••• J••••• J•••

Advisor at B••• W••••• S••••••••• L••

DENVER, CO

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Search this name across graphsid dfx:ria:c18031f0-f127-1804-2d2b-d5eb72dda61e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 26, 2024 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: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• W••••• S••••••••• L••	Independent wealth	Jan 23, 2026	n/a	yes	DENVER, CO	Current employment
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Jul 15, 2024	Sep 10, 2025	no	DENVER, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• W• B•••• • C•• I•••••••••	B••• W••••• S••••••••• L••	Sep 10, 2025	Jan 23, 2026	135	Firm change	RIA to RIA
C•••••• S••••• • C••• I•••	R••••• W• B•••• • C•• I•••••••••	Jul 11, 2024	Jul 15, 2024

Relationships

Registered with (3)

→ B••• W••••• S••••••••• L••Registered adviserregistration: current employment
Jan 23, 2026 to presentfactForm ADV
→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: previous registration
Jul 15, 2024 to Sep 10, 2025factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Jan 26, 2024 to Jul 11, 2024factForm ADV

Dated events

Occurred
Sep 10, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 11, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c18031f0-f127-1804-2d2b-d5eb72dda61e
First observed: Jan 26, 2024
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.