DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

J••••• C•••••• B••••

Advisor at R••••• W• B•••• • C•• I•••••••••

Dallas, TX

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Search this name across graphsid dfx:ria:d490b470-2a6b-1d5b-2c00-72708b808a79

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 4, 1999 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: R••••• W• B•••• • C•• I•••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Oct 9, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Mar 12, 2012	n/a	yes	Dallas, TX	Current employment
S••••••• S••••••••• L•••••	State registered	Aug 23, 1999	Dec 31, 2006	no	ADDISON, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	S••••••• S••••••••• L•••••	Apr 11, 2012	Aug 23, 1999	-4,615	Firm change after gap	Other
S••••••• S••••••••• L•••••	R••••• W• B•••• • C•• I•••••••••	Dec 31, 2006	Mar 12, 2012

Relationships

Registered with (3)

→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: current employment
Mar 12, 2012 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Feb 4, 1999 to Apr 11, 2012factForm ADV
→ S••••••• S••••••••• L•••••Registered adviserregistration: previous registration
Aug 23, 1999 to Dec 31, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d490b470-2a6b-1d5b-2c00-72708b808a79
First observed: Feb 4, 1999
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.