DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

B••••••• J•••• C•••••

Advisor at W••••• M••••••••• I••••••••• A•••••••• L••

SPRING, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Aug 10, 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: W••••• M••••••••• I••••••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 9, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••• L••	Independent wealth	Jan 10, 2018	n/a	yes	SPRING, TX	Current employment
W••••• M••••••••• I••••••••• A•••••••• L••	State registered	Jan 10, 2018	n/a	yes	SPRING, TX	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• M••••••••• I••••••••• A•••••••• L••	S•••••• L••	Dec 31, 2017	Feb 3, 2017	-331	Firm change after gap	Other
W••••• M••••••••• I••••••••• A•••••••• L••	S•••••• L••	Dec 31, 2016	Apr 5, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
170852:282882:TX:2016-12-31	Dec 31, 2016	Apr 5, 2016	SPRING, TX	Firm change after gap
125004:170852:MI:2015-07-02	Jul 2, 2015	Oct 17, 2014	KENTWOOD, MI	Firm change after gap

Relationships

Registered with (4)

→ W••••• M••••••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 3, 2017 to Dec 31, 2017factForm ADV
→ S•••••• L••Registered adviserregistration: previous registration
Feb 3, 2017 to Dec 31, 2017factForm ADV
→ R•••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Nov 26, 2013 to Jul 2, 2015factForm ADV
→ O••• W••••• A•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 10, 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.