J••• R••• W••••

Advisor at N•••••••• B••••• B• L••

NEW YORK, NY | New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ccb83345-7306-4ba1-3b11-c731b5b38365

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 28, 2024 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: N•••••••• B••••• B• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N•••••••• B••••• B• L••	No RAUM reported	Jul 22, 2026	n/a	yes	New York, NY\|NEW YORK, NY	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Aug 28, 2024	Jul 14, 2026	no	GUILFORD, CT\|MELVILLE, NY\|GUILFORD, CT\|GUILFORD, CT\|Guilford, CT\|NEW YORK, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	N•••••••• B••••• B• L••	Jul 14, 2026	Jul 22, 2026	8	Firm change	Other

Relationships

Registered with (2)

→ N•••••••• B••••• B• L••Registered adviserregistration: current employment
Jul 22, 2026 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 28, 2024 to Jul 14, 2026factForm ADV

Dated events

Occurred
Jul 14, 2026
Advisor changed firm
J••• R••• W•••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for N•••••••• B••••• B• L•• (registered 2026-07-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ccb83345-7306-4ba1-3b11-c731b5b38365
First observed: Aug 28, 2024
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.