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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)15 years in industry

J••••• B•••••••

Advisor at C••••••• A•••••• G••••• I•••

PLANO, TX | Wylie, TX

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Search this name across graphsid dfx:ria:ca7ce196-4ede-f9df-1704-75ab4615afcf

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Dec 12, 2017 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: C••••••• A•••••• G••••• I•••
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: May 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom 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
C••••••• A•••••• G••••• I•••	Independent wealth	Jul 14, 2026	n/a	yes	PLANO, TX\|Wylie, TX	Current employment
R••••• I••••••••• A•••••••• I••	Bd affiliated wealth	Nov 30, 2023	Jul 7, 2026	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
R••••• I••••••••• A•••••••• I••	C••••••• A•••••• G••••• I•••	Jul 7, 2026	Jul 14, 2026	7	Firm change	Ibd to RIA
B•••••••• F•••••••• S•••••••• I•••	C••••••• A•••• M••••••••• L••	Dec 7, 2023

Relationships

Registered with (6)

→ C••••••• A•••••• G••••• I•••Registered adviserregistration: current employment
Jul 14, 2026 to presentfactForm ADV
→ R••••• I••••••••• A•••••••• I••Registered adviserregistration: previous registration
Nov 30, 2023 to Jul 7, 2026factForm ADV
→ B•••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Nov 12, 2020 to Dec 7, 2023factForm ADV
→ C••••••• A•••• M••••••••• L••

Dated events

Occurred
Jul 7, 2026
A•••••• firm change
J••••• B••••••• left R••••• I••••••••• A•••••••• I•• for C••••••• A•••••• G••••• I••• (registered 2026-07-14)
Form ADVobserved 7 days ago
Occurred
Dec 7, 2023
A•••••• firm change
J••••• B••••••• left B•••••••• F•••••••• S•••••••• I••• for C••••••• A•••• M••••••••• L•• (registered 2023-06-02)
Form ADVobserved 7 days ago
Occurred
Dec 1, 2023
A•••••• firm change
J••••• B••••••• left C••••••• A•••• M••••••••• L•• for R••••• I••••••••• A•••••••• I•• (registered 2023-11-30)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ca7ce196-4ede-f9df-1704-75ab4615afcf
First observed: Dec 12, 2017
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.