DFX Intelligence

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

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RIA / WealthAdvisor28 years in industry

J••• L•••• B••••

Advisor at D• I••••••••• P•••••••• L••

CHADDS FORD, PA

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Search this name across graphsid dfx:ria:fd732a99-9c39-4f5b-1c42-f54aa94e7ac1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 6, 2004 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: D• I••••••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 23, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D• I••••••••• P•••••••• L••	I•••••••••_WEALTH	Jun 19, 2012	n/a	yes	CHADDS FORD, PA	Current employment
I••••••••• W••••• A••••••• L••	Former SEC adviser	Feb 13, 2017	Dec 11, 2017	no	CHADDS FORD, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• W••••• A••••••• L••	n/a	Dec 11, 2017	n/a	n/a	Departure no registered destination	Departure
D•••••• • T•••••• L•••••	D• I••••••••• P•••••••• L••	Nov 13, 2014	Jun 19, 2012	-877

Relationships

Registered with (4)

→ D• I••••••••• P•••••••• L••Registered adviserregistration: current employment
Jun 19, 2012 to presentfactForm ADV
→ I••••••••• W••••• A••••••• L••Registered adviserregistration: previous registration
Feb 13, 2017 to Dec 11, 2017factForm ADV
→ D•••••• • T•••••• L•••••Registered adviserregistration: previous registration
Feb 13, 2009 to Nov 13, 2014factForm ADV
→ H•••••••• F•••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd732a99-9c39-4f5b-1c42-f54aa94e7ac1
First observed: Apr 6, 2004
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.