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P•••••• F••••••• S•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor16 years in industry

P•••••• F••••••• S•••••••

Advisor at J••• B•••• W••••• A•••••••

Newport News, VA

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Search this name across graphsid dfx:ria:fd07953e-28e3-adb4-681c-b939764c4b8c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 17, 2021 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: J••• B•••• W••••• A•••••••
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: Jan 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom 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
J••• B•••• W••••• A•••••••	Independent wealth	Mar 19, 2023	n/a	yes	Newport News, VA	Current employment
J••• B•••• W••••• A•••••••• L••	Former SEC adviser	Aug 17, 2021	Mar 31, 2023	no

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
J••• B•••• W••••• A•••••••• L••	J••• B•••• W••••• A•••••••	Mar 31, 2023	Mar 19, 2023	-12	Channel change	RIA to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
175481:324719:VA:2023-03-31	Mar 31, 2023	Mar 19, 2023	NEWPORT NEWS, VA	Firm change

Relationships

Registered with (2)

→ J••• B•••• W••••• A•••••••Registered adviserregistration: current employment
Mar 19, 2023 to presentfactForm ADV
→ J••• B•••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 17, 2021 to Mar 31, 2023factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd07953e-28e3-adb4-681c-b939764c4b8c
First observed: Aug 17, 2021
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.