DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)14 years in industry

J••••• B••••••••

Advisor at W•••• F•••• A•••••••

WINTER PARK, FL | ORLANDO, FL

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Search this name across graphsid dfx:ria:e1e896e4-980b-bc1c-a95d-286f8980ebfd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 7, 2013 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Nov 14, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	May 4, 2023	n/a	yes	WINTER PARK, FL\|ORLANDO, FL	Current employment
C••••••••• C••••••• L••	Independent wealth	Oct 8, 2021	Dec 7, 2022	no	CLOVER, SC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• C••••••• L••	W•••• F•••• A•••••••	Dec 7, 2022	May 4, 2023	148	Firm change	RIA to wirehouse
W•••• F•••• A•••••••	C••••••••• C••••••• L••	Oct 4, 2021	Oct 8, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
283390:19616:FL:2018-03-06	Mar 12, 2018	Mar 13, 2018	WINTER PARK, FL	Firm change

Relationships

Registered with (3)

→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Mar 13, 2018 to Oct 4, 2021factForm ADV
→ C••••••••• C••••••• L••Registered adviserregistration: previous registration
Oct 8, 2021 to Dec 7, 2022factForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jan 16, 2018 to Mar 12, 2018factForm ADV

Dated events

Occurred
Dec 7, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e1e896e4-980b-bc1c-a95d-286f8980ebfd
First observed: Jun 7, 2013
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.