J•••• F• B•••

Advisor at S••••••••• P•••••• W•••••

ALLENTON, PA | Mt. Pleasant, SC

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:ce369f79-f95c-80e4-6104-a9e3f9ec366d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 20, 2014 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: S••••••••• P•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 20, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••••• P•••••• W•••••	Independent wealth	Feb 5, 2026	n/a	yes	Mt. Pleasant, SC\|ALLENTON, PA	Current employment
E•••• F•••••••• G••••• L••	Independent wealth	Mar 18, 2024	Feb 13, 2026	no	MT. PLEASANT, SC\|KING OF PRUSSIA, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• F•••••••• G••••• L••	S••••••••• P•••••• W•••••	Feb 13, 2026	Feb 5, 2026	-8	Firm change	RIA to new firm
B••• B••• P•••••• W••••• M••••••••• L••	E•••• F•••••••• G••••• L••	Mar 22, 2024	Mar 18, 2024

Relationships

Registered with (3)

→ S••••••••• P•••••• W•••••Registered adviserregistration: current employment
Feb 5, 2026 to presentfactForm ADV
→ E•••• F•••••••• G••••• L••Registered adviserregistration: previous registration
Mar 18, 2024 to Feb 13, 2026factForm ADV
→ B••• B••• P•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 19, 2015 to Mar 22, 2024factForm ADV

Dated events

Occurred
Feb 13, 2026
Advisor changed firm
J•••• F• B••• left E•••• F•••••••• G••••• L•• for S••••••••• P•••••• W••••• (registered 2026-02-05)
Form ADVobserved 7 days ago
Occurred
Mar 22, 2024
Advisor changed firm
J•••• F• B••• left B••• B••• P•••••• W••••• M••••••••• L•• for E•••• F•••••••• G••••• L•• (registered 2024-03-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ce369f79-f95c-80e4-6104-a9e3f9ec366d
First observed: Aug 20, 2014
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.