B•••• J•• B•••

Advisor at P••••••• F•••••••• S•••••••• I•••

DALLAS, TX | LUBBOCK, TX

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:ce20db8c-06f0-2349-142a-1473413fb4a3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 13, 1992 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: P••••••• F•••••••• S•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 9, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• F•••••••• S•••••••• I•••	Bd affiliated wealth	Jan 11, 2007	n/a	yes	DALLAS, TX\|LUBBOCK, TX	Current employment
W•••• F•••• I••••••••• L••	n/a	Sep 8, 2004	Jan 8, 2007	no	LUBBOCK, TX\|LUBBOCK, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• I••••••••• L••	P••••••• F•••••••• S•••••••• I•••	Jan 8, 2007	Jan 11, 2007	3	Firm change	Other
M••••• S•••••• D• I•••	W•••• F•••• I••••••••• L••	Sep 9, 2004	Sep 8, 2004

Relationships

Registered with (3)

→ P••••••• F•••••••• S•••••••• I•••Registered adviserregistration: current employment
Jan 11, 2007 to presentfactForm ADV
→ W•••• F•••• I••••••••• L••Registered adviserregistration: previous registration
Sep 8, 2004 to Jan 8, 2007factForm ADV
→ M••••• S•••••• D• I•••Registered adviserregistration: previous registration
Oct 13, 1992 to Sep 9, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ce20db8c-06f0-2349-142a-1473413fb4a3
First observed: Oct 13, 1992
Last observed: Sep 15, 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.