DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst12 years in industry

J•••• C•••• B••••

Advisor at N••••• I••••••••• A•••••••

Boston, MA

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Search this name across graphsid dfx:ria:fb06ffd3-3eef-5b24-bdab-773e83df7456

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 19, 2014 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: N••••• I••••••••• A•••••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: May 19, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N••••• I••••••••• A•••••••	Other adviser	Oct 11, 2017	n/a	yes	Boston, MA	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Jan 11, 2016	Sep 29, 2017	no	North Reading, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	N••••• I••••••••• A•••••••	Sep 29, 2017	Oct 11, 2017	12	Firm change	Other
G•••••• H••••• A•••• M••••••••• L••	C••••••••• F•••••••• N••••••	Jan 15, 2016	Jan 11, 2016

Relationships

Registered with (3)

→ N••••• I••••••••• A•••••••Registered adviserregistration: current employment
Oct 11, 2017 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Jan 11, 2016 to Sep 29, 2017factForm ADV
→ G•••••• H••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
May 19, 2014 to Jan 15, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fb06ffd3-3eef-5b24-bdab-773e83df7456
First observed: May 19, 2014
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.