DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner30 years in industry

J•••• B•••••• S••••••

Advisor at M••••• A•••••••• L••

Pittsburgh, PA | OMAHA, NE

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Search this name across graphsid dfx:ria:0182a991-acde-f54e-2e07-195425c5bab1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 5, 2008 to Sep 15, 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: M••••• A•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 22, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• A•••••••• L••	Bd affiliated wealth	Feb 28, 2025	n/a	yes	OMAHA, NE\|Pittsburgh, PA	Current employment
S•••• W••••• M••••••••• L••	Bd affiliated wealth	Jan 15, 2016	Feb 28, 2025	no	PIttsburgh, PA\|MCLEAN, VA\|Pittsburgh, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••• W••••• M••••••••• L••	M••••• A•••••••• L••	Feb 28, 2025	Feb 28, 2025	0	Firm change	Ibd to ibd
K••••••••• F•••••••• G••••• L••	S•••• W••••• M••••••••• L••	Jan 15, 2016	Jan 15, 2016

Relationships

Registered with (4)

→ M••••• A•••••••• L••Registered adviserregistration: current employment
Feb 28, 2025 to presentfactForm ADV
→ S•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 15, 2016 to Feb 28, 2025factForm ADV
→ K••••••••• F•••••••• G••••• L••Registered adviserregistration: previous registration
May 8, 2009 to Jan 15, 2016factForm ADV
→ U•• F•••••••• S••••••• I•••

Dated events

Occurred
Feb 28, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0182a991-acde-f54e-2e07-195425c5bab1
First observed: May 5, 2008
Last observed: Sep 15, 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.