DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

J••••••• J•• N•••

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

Spokane, WA

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Search this name across graphsid dfx:ria:e806cb5f-c102-1433-42cd-70e2485348d9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Aug 21, 2012 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: Aug 15, 2012earliest 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: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	May 1, 2023	n/a	yes	Spokane, WA\|Spokane, WA	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Mar 3, 2022	Mar 30, 2023	no	Spokane, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	R••••• W• B•••• • C•• I•••••••••	Mar 30, 2023	May 1, 2023	32	Firm change	Ibd to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	R•••••• J•••• • A••••••••• I•••	Mar 4, 2022	Mar 3, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:705:WA:2022-03-04	Mar 4, 2022	Mar 3, 2022	SPOKANE, WA	Firm change

Relationships

Registered with (6)

→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: current employment
May 1, 2023 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Mar 3, 2022 to Mar 30, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jan 27, 2015 to Mar 4, 2022factForm ADV
→ W•••••• • R•••

Dated events

Occurred
Mar 30, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 4, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e806cb5f-c102-1433-42cd-70e2485348d9
First observed: Aug 21, 2012
Last observed: Sep 14, 2026 9 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.