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

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RIA / WealthAdvisor19 years in industry

J•••••• J••• B••••

Advisor at D•• I••••••••• A•••••••• L••

BAY CITY, MI

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Search this name across graphsid dfx:ria:ee405951-08d2-f34d-ca22-4e115c582e6b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 7, 2015 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: D•• I••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
D•• I••••••••• A•••••••• L••	Independent wealth	May 8, 2020	n/a	yes	BAY CITY, MI	Current employment
A••••••• G••••••• L••	n/a	Apr 7, 2015	Dec 2, 2020	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• G••••••• L••	D•• I••••••••• A•••••••• L••	Dec 2, 2020	May 8, 2020	-208	Firm change after gap	Other

Relationships

Registered with (2)

→ D•• I••••••••• A•••••••• L••Registered adviserregistration: current employment
May 8, 2020 to presentfactForm ADV
→ A••••••• G••••••• L••Registered adviserregistration: previous registration
Apr 7, 2015 to Dec 2, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ee405951-08d2-f34d-ca22-4e115c582e6b
First observed: Apr 7, 2015
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.