DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)32 years in industry

J••• B•••••• D•••••

Advisor at A••••• T••••• P•••••• W•••••

Bozeman, MT | SCOTTSDALE, AZ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 12:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 25, 2002 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: A••••• T••••• P•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 14, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• T••••• P•••••• W•••••	Independent wealth	Oct 18, 2019	n/a	yes	Bozeman, MT\|SCOTTSDALE, AZ	Current employment
W•••• F•••• A•••••••	Wirehouse	Dec 14, 2011	Oct 30, 2019	no	BILLINGS, MT\|BOZEMAN, MT\|LIVINGSTON, MT\|BOISE, ID

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	A••••• T••••• P•••••• W•••••	Oct 30, 2019	Oct 18, 2019	-12	Firm change	Wirehouse to RIA
D••• D••••••• • C••	D••••••• I••••••••• A•••••••• I•••	Dec 14, 2011	Jun 25, 2002

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:153902:ID:2019-10-30	Oct 30, 2019	Oct 18, 2019	BOISE, ID	Firm change

Relationships

Registered with (4)

→ A••••• T••••• P•••••• W•••••Registered adviserregistration: current employment
Oct 18, 2019 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Dec 14, 2011 to Oct 30, 2019factForm ADV
→ D••• D••••••• • C••Registered adviserregistration: previous registration
Apr 25, 2002 to Dec 14, 2011factForm ADV
→ D••••••• I••••••••• A•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 25, 2002
Last observed: Sep 14, 2026 10 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.