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

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RIA / WealthAdvisor22 years in industry

J••• B••••

Advisor at S••••• C•••••• M••••••••• L••

LAKEWOOD, CO

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Search this name across graphsid dfx:ria:d21ded57-00fb-57aa-d399-6641230c82b1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Sep 2, 2004 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••••• C•••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• C•••••• M••••••••• L••	State registered	Oct 14, 2022	n/a	yes	LAKEWOOD, CO	Current employment
E••••• A••••••• L••	Independent wealth	Apr 29, 2022	Aug 6, 2022	no	NEW YORK, NY\|Lakewood, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• A••••••• L••	S••••• C•••••• M••••••••• L••	Aug 6, 2022	Oct 14, 2022	69	Firm change	Other
S••••• C•••••• M••••••••• L••	E••••• A••••••• L••	May 5, 2022	Apr 29, 2022

Relationships

Registered with (4)

→ S••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 22, 2022 to May 5, 2022factForm ADV
→ E••••• A••••••• L••Registered adviserregistration: previous registration
Apr 29, 2022 to Aug 6, 2022factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Jul 25, 2005 to Feb 21, 2020factForm ADV
→ W•••••• • R•••

Dated events

Occurred
Aug 6, 2022
Advisor changed firm
J••• B•••• left E••••• A••••••• L•• for S••••• C•••••• M••••••••• L•• (registered 2022-10-14)
Form ADVobserved 7 days ago
Occurred
May 5, 2022
Advisor changed firm
J••• B•••• left S••••• C•••••• M••••••••• L•• for E••••• A••••••• L•• (registered 2022-04-29)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d21ded57-00fb-57aa-d399-6641230c82b1
First observed: Sep 2, 2004
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.