DFX Intelligence

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

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RIA / WealthAdvisor17 years in industry

J•••••• W•••• B••••

Advisor at B•••• C•••• W••••• M••••••••• L••

FOREST, VA

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Search this name across graphsid dfx:ria:f99de626-7d40-9840-d57c-dec550edccba

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 8, 2009 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•••• C•••• W••••• M••••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• C•••• W••••• M••••••••• L••	Institutional manager	Feb 6, 2023	n/a	yes	FOREST, VA	Current employment
P•••••• I••••••••• O•••••	Independent wealth	Jul 19, 2021	Aug 3, 2021	no	Forest, VA\|CHARLESTON, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• I••••••••• O•••••	B•••• C•••• W••••• M••••••••• L••	Aug 3, 2021	Feb 6, 2023	552	Firm change after gap	Other
E••••• J••••	P•••••• I••••••••• O•••••	Sep 7, 2018	Jul 19, 2021

Relationships

Registered with (3)

→ B•••• C•••• W••••• M••••••••• L••Registered adviserregistration: current employment
Feb 6, 2023 to presentfactForm ADV
→ P•••••• I••••••••• O•••••Registered adviserregistration: previous registration
Jul 19, 2021 to Aug 3, 2021factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Sep 8, 2009 to Sep 7, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f99de626-7d40-9840-d57c-dec550edccba
First observed: Sep 8, 2009
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.