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

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RIA / WealthAdvisor18 years in industry

A••••• J• B•••••••••

Advisor at W••••••••• A••••••• G••••• L••

ST. LOUIS, MO

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Search this name across graphsid dfx:ria:f74377b0-6f40-6af9-89ad-649f67e526b7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 21, 2008 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••••••••• A••••••• G••••• 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: May 16, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom 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
W••••••••• A••••••• G••••• L••	Independent wealth	Apr 27, 2023	n/a	yes	ST. LOUIS, MO	Current employment
E••••• J••••	National bd RIA	Jan 14, 2020	Apr 27, 2023	no	ST LOUIS, MO\|Waterloo, IL\|ST. LOUIS, MO

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
E••••• J••••	W••••••••• A••••••• G••••• L••	Apr 27, 2023	Apr 27, 2023	0	Firm change	Ibd to RIA
D••••• F•••••••• M••••••••• I•••	E••••• J••••	Dec 26, 2019

Relationships

Registered with (6)

→ W••••••••• A••••••• G••••• L••Registered adviserregistration: current employment
Apr 27, 2023 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jan 14, 2020 to Apr 27, 2023factForm ADV
→ D••••• F•••••••• M••••••••• I•••Registered adviserregistration: previous registration
Sep 5, 2018 to Dec 26, 2019factForm ADV
→ S•••••••• I••••••••• M•••••••••

Dated events

Occurred
Apr 27, 2023
Advisor changed firm
A••••• J• B••••••••• left E••••• J•••• for W••••••••• A••••••• G••••• L•• (registered 2023-04-27)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f74377b0-6f40-6af9-89ad-649f67e526b7
First observed: May 21, 2008
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.