B••••• S••••

Advisor at J•••••• W••••• I•••

MILWAUKEE, WI

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:d497743b-587c-7074-6ca9-4825a78c7c9d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Jan 14, 2009 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: J•••••• W••••• I•••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Dec 12, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•••••• W••••• I•••	Mixed wealth	Mar 19, 2026	n/a	yes	MILWAUKEE, WI	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Sep 5, 2024	Jan 13, 2026	no	CINCINNATI, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	J•••••• W••••• I•••	Jan 13, 2026	Mar 19, 2026	65	Firm change	Ibd to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	R•••••• J•••• • A••••••••• I•••	Sep 20, 2024	Sep 5, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
169988:19616:MO:2018-03-07	Mar 7, 2018	Jul 25, 2018	SAINT LOUIS, MO	Firm change

Relationships

Registered with (8)

→ J•••••• W••••• I•••Registered adviserregistration: current employment
Mar 19, 2026 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Sep 5, 2024 to Jan 13, 2026factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Dec 2, 2019 to Sep 20, 2024factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Jan 13, 2026
Advisor changed firm
B••••• S•••• left R•••••• J•••• • A••••••••• I••• for J•••••• W••••• I••• (registered 2026-03-19)
Form ADVobserved 7 days ago
Occurred
Sep 20, 2024
Advisor changed firm
B••••• S•••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•••••• J•••• • A••••••••• I••• (registered 2024-09-05)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d497743b-587c-7074-6ca9-4825a78c7c9d
First observed: Jan 14, 2009
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.