DFX Intelligence

J••• D•••••• B••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

J••• D•••••• B••••••

Advisor at B•• W••••• M••••••••• L••

J•••SON CITY, TN

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Search this name across graphsid dfx:ria:cf1563e9-cdec-8494-bcd6-055ea19cbe98

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 31, 2015 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•• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• W••••• M••••••••• L••	Independent wealth	Apr 8, 2021	n/a	yes	J•••SON CITY, TN	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Jul 31, 2015	Mar 12, 2021	no	LEXINGTON, KY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	B•• W••••• M••••••••• L••	Mar 12, 2021	Apr 8, 2021	27	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ B•• W••••• M••••••••• L••Registered adviserregistration: current employment
Apr 8, 2021 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Jul 31, 2015 to Mar 12, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cf1563e9-cdec-8494-bcd6-055ea19cbe98
First observed: Jul 31, 2015
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.