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

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

J••••• S•••••• D••••••••

Advisor at B••••••••• P•••••••

WALTHAM, MA

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Search this name across graphsid dfx:ria:c2635353-cc7f-d8f1-10b9-99277ca86e0c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Dec 18, 2003 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J••••• S•••••• D••••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: B••••••••• P•••••••
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: Aug 15, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms

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
B••••••••• P•••••••	Independent wealth	Feb 23, 2010	n/a	yes	WALTHAM, MA	Current employment
B••••••••• F••• • C• I••	n/a	Jul 27, 2006	Feb 23, 2010	no

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
B••••••••• F••• • C• I••	B••••••••• P•••••••	Feb 23, 2010	Feb 23, 2010	0	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	B••••••••• F••• • C• I••	Jun 5, 2006

Relationships

Registered with (3)

→ B••••••••• P•••••••Registered adviserregistration: current employment
Feb 23, 2010 to presentfactForm ADV
→ B••••••••• F••• • C• I••Registered adviserregistration: previous registration
Jul 27, 2006 to Feb 23, 2010factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Dec 18, 2003 to Jun 5, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c2635353-cc7f-d8f1-10b9-99277ca86e0c
First observed: Dec 18, 2003
Last observed: Sep 14, 2026 8 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.