DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

B•••••• J• B•••••••

Advisor at S••••••••• F••••••••• I••

MCKINNEY, TX | Crystal Lake, IL

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Search this name across graphsid dfx:ria:d4fb4c63-8ac4-ea30-d529-c689d0821f3e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 26, 2025 to Sep 15, 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••••••••• F••••••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••••• F••••••••• I••	Independent wealth	Jun 30, 2025	n/a	yes	MCKINNEY, TX\|Crystal Lake, IL	Current employment
W••••••••• A•••••••• L••	Independent wealth	Mar 26, 2025	Feb 3, 2026	no	PLANO, TX\|McKinney, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••••••• A•••••••• L••	S••••••••• F••••••••• I••	Feb 3, 2026	Jun 30, 2025	-218	Firm change after gap	RIA to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
164957:336434:TX:2026-02-03	Feb 3, 2026	Jun 30, 2025	PLANO, TX	Firm change after gap

Relationships

Registered with (2)

→ S••••••••• F••••••••• I••Registered adviserregistration: current employment
Jun 30, 2025 to presentfactForm ADV
→ W••••••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 26, 2025 to Feb 3, 2026factForm ADV

Dated events

Occurred
Feb 3, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d4fb4c63-8ac4-ea30-d529-c689d0821f3e
First observed: Mar 26, 2025
Last observed: Sep 15, 2026 7 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.