DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

J••• B•••••• F••••••

Advisor at H• W•••••

Towson, MD | ATLANTA, GA

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Search this name across graphsid dfx:ria:eece915f-49d4-5ef0-35df-209e56a05fd5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 11, 2019 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: H• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H• W•••••	Independent wealth	Feb 3, 2025	n/a	yes	Towson, MD\|ATLANTA, GA	Current employment
W•• P•••••••• L••	Former SEC adviser	Apr 24, 2023	Feb 3, 2025	no	TOWSON, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•• P•••••••• L••	H• W•••••	Feb 3, 2025	Feb 3, 2025	0	Firm change	RIA to RIA
W•••• F•••• A•••••••	W•• P•••••••• L••	Mar 20, 2023	Apr 24, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
109971:316731:MD:2025-01-30	Feb 3, 2025	Feb 3, 2025	TOWSON, MD	Firm change
79:19616:NY:2020-03-12	Mar 12, 2020	Mar 6, 2020	NEW YORK, NY	Firm change

Relationships

Registered with (4)

→ H• W•••••Registered adviserregistration: current employment
Feb 3, 2025 to presentfactForm ADV
→ W•• P•••••••• L••Registered adviserregistration: previous registration
Apr 24, 2023 to Feb 3, 2025factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Mar 6, 2020 to Mar 20, 2023factForm ADV
→ J••• M••••• S••••••••• L••

Dated events

Occurred
Feb 3, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 20, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eece915f-49d4-5ef0-35df-209e56a05fd5
First observed: Oct 11, 2019
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.