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

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

J•••• B•••••••

Advisor at P•• W••••• M•••••••••

••• Locked

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Search this name across graphsid dfx:ria:c281c127-a372-f619-6fcf-d2e4898bf60f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jan 1, 2016 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: P•• W••••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 20, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• W••••• M•••••••••	Bd affiliated wealth	Jul 26, 2024	n/a	yes	VISTA, CA\|SAN DIEGO, CA\|San Diego, CA	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Oct 10, 2023	Jul 23, 2024	no	FALLBROOK, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	P•• W••••• M•••••••••	Jul 23, 2024	Jul 26, 2024	3	Firm change	Wirehouse to ibd
P•••• S••••••••• L••	J••• M••••• S••••••••• L••	Oct 11, 2023	Oct 10, 2023

Relationships

Registered with (6)

→ P•• W••••• M•••••••••Registered adviserregistration: current employment
Jul 26, 2024 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 10, 2023 to Jul 23, 2024factForm ADV
→ P•••• S••••••••• L••Registered adviserregistration: previous registration
Jul 19, 2023 to Oct 11, 2023factForm ADV
→ B•• N•••••• B•••• S••••••••• L•••

Dated events

Occurred
Jul 23, 2024
Advisor changed firm
J•••• B••••••• left J••• M••••• S••••••••• L•• for P•• W••••• M••••••••• (registered 2024-07-26)
Form ADVobserved 7 days ago
Occurred
Oct 11, 2023
Advisor changed firm
J•••• B••••••• left P•••• S••••••••• L•• for J••• M••••• S••••••••• L•• (registered 2023-10-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c281c127-a372-f619-6fcf-d2e4898bf60f
First observed: Jan 1, 2016
Last observed: Sep 15, 2026 7 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.