DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)23 years in industry

J••••• D••••• N••••••

Advisor at B••••••••• W•••••

WINCHESTER, VA

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:d42aa219-3b72-29f7-16bb-bc335facd5c7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 19, 2003 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•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 17, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• W•••••	Independent wealth	Feb 11, 2020	n/a	yes	WINCHESTER, VA	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Nov 30, 2017	Feb 26, 2020	no	Winchester, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	B••••••••• W•••••	Feb 26, 2020	Feb 11, 2020	-15	Firm change	Ibd to new firm
I••••• F•••••••• C•••••••••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Dec 5, 2017	Nov 30, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
134139:305896:VA:2020-02-26	Feb 26, 2020	Feb 11, 2020	WINCHESTER, VA	Firm change
12984:134139:VA:2017-11-21	Dec 5, 2017	Nov 30, 2017	WINCHESTER, VA	Firm change

Relationships

Registered with (6)

→ B••••••••• W•••••Registered adviserregistration: current employment
Feb 11, 2020 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Nov 30, 2017 to Feb 26, 2020factForm ADV
→ I••••• F•••••••• C•••••••••Registered adviserregistration: previous registration
Oct 16, 2009 to Dec 5, 2017factForm ADV
→ M••••• S••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d42aa219-3b72-29f7-16bb-bc335facd5c7
First observed: Jun 19, 2003
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.