DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

C••••• J•••••• A••••••••

Advisor at B•••••••• I••••••••• G••••

Seattle, WA | PHOENIX, AZ

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Search this name across graphsid dfx:ria:de4018d6-28ad-4ce1-5171-2804d7ca8323

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jul 12, 2016 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: B•••••••• I••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• I••••••••• G••••	Independent wealth	Aug 19, 2026	n/a	yes	PHOENIX, AZ\|Seattle, WA	Current employment
C••• W••••• A•••••••	Independent wealth	Aug 6, 2024	Jun 15, 2026	no	Seattle, WA\|LONG BEACH, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••• W••••• A•••••••	B•••••••• I••••••••• G••••	Jun 15, 2026	Aug 19, 2026	65	Firm change	RIA to RIA
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	C••• W••••• A•••••••	Aug 2, 2024	Aug 6, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:330731:CA:2024-08-02	Aug 2, 2024	Aug 6, 2024	LONG BEACH, CA	Firm change

Relationships

Registered with (3)

→ B•••••••• I••••••••• G••••Registered adviserregistration: current employment
Aug 19, 2026 to presentfactForm ADV
→ C••• W••••• A•••••••Registered adviserregistration: previous registration
Aug 6, 2024 to Jun 15, 2026factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jul 12, 2016 to Aug 2, 2024factForm ADV

Dated events

Occurred
Jun 15, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Aug 2, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:de4018d6-28ad-4ce1-5171-2804d7ca8323
First observed: Jul 12, 2016
Last observed: Sep 15, 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.