DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

J••••• W•••••• B••••

Advisor at R••• F•••••••• P•••••••

ARVADA, CO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 27, 2017 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: R••• F•••••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 17, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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
R••• F•••••••• P•••••••	State registered	Sep 2, 2026	n/a	yes	ARVADA, CO	Current employment
T••••••••• W••••• M••••••••• L••	Former SEC adviser	Mar 23, 2018	Oct 25, 2019	no	DENVER, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• W••••• M••••••••• L••	R••• F•••••••• P•••••••	Oct 25, 2019	Sep 2, 2026	2,504	Firm change after gap	RIA to state RIA
S•••••••• A••••••• L••	T••••••••• W••••• M••••••••• L••	Nov 7, 2017	Mar 23, 2018

Relationships

Registered with (3)

→ R••• F•••••••• P•••••••Registered adviserregistration: current employment
Sep 2, 2026 to presentfactForm ADV
→ T••••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 23, 2018 to Oct 25, 2019factForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Mar 27, 2017 to Nov 7, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 27, 2017
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.