DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

J••••• W•••• R••

Advisor at B•••• M••••••• A•••••••• L••

BEND, OR

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Search this name across graphsid dfx:ria:ccead9fa-0d7b-6665-dddd-0e9bf77f83f8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 7, 2008 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: B•••• M••••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 6, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• M••••••• A•••••••• L••	State registered	Sep 30, 2024	n/a	yes	BEND, OR	Current employment
N•••••••• W••••• M••••••••• L••	Former SEC adviser	Oct 16, 2015	Jul 28, 2023	no	BEND, OR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••••• W••••• M••••••••• L••	B•••• M••••••• A•••••••• L••	Jul 28, 2023	Sep 30, 2024	430	Firm change after gap	RIA to state RIA
M••••• S••••••	N•••••••• W••••• M••••••••• L••	Oct 20, 2015	Oct 16, 2015

Relationships

Registered with (4)

→ B•••• M••••••• A•••••••• L••Registered adviserregistration: current employment
Sep 30, 2024 to presentfactForm ADV
→ N•••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 16, 2015 to Jul 28, 2023factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Oct 20, 2015factForm ADV
→ M••••• S•••••• • C•• L••Registered adviser

Dated events

Occurred
Jul 28, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ccead9fa-0d7b-6665-dddd-0e9bf77f83f8
First observed: Oct 7, 2008
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.