DFX Intelligence

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

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RIA / WealthAdvisor27 years in industry

J•••••• S•••• D••••••

Advisor at B•• F•••••••• M••••••••• C••

BETHANY, MO

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Search this name across graphsid dfx:ria:eb83220b-ba5f-8c41-983c-a80d7b4b6a36

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 25, 2002 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: B•• F•••••••• M••••••••• C••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 28, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• F•••••••• M••••••••• C••	State registered	May 1, 2014	n/a	yes	BETHANY, MO	Current employment
N•••••• F•••••••• G••••• I•••	Independent wealth	Feb 15, 2012	Dec 31, 2013	no	CEDAR RAPIDS, IA\|BETHANY, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••• F•••••••• G••••• I•••	B•• F•••••••• M••••••••• C••	Dec 31, 2013	May 1, 2014	121	Firm change	Other
L••••• F•••••••• I••	N•••••• F•••••••• G••••• I•••	Dec 10, 2009	Jun 8, 2010

Relationships

Registered with (4)

→ B•• F•••••••• M••••••••• C••Registered adviserregistration: current employment
May 1, 2014 to presentfactForm ADV
→ N•••••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Feb 15, 2012 to Dec 31, 2013factForm ADV
→ L••••• F•••••••• I••Registered adviserregistration: previous registration
Feb 21, 2006 to Dec 10, 2009factForm ADV
→ B••• O• A•••••• I••••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eb83220b-ba5f-8c41-983c-a80d7b4b6a36
First observed: Mar 25, 2002
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.