DFX Intelligence

T••• J••••• I•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

T••• J••••• I•••••

Advisor at B••••••••• F•••••••• A•••••••

COLUMBIA, MD

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Search this name across graphsid dfx:ria:04b585c5-02e1-6cb4-64d2-113980d1d86f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 22, 2007 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••••••••• F•••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 14, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• F•••••••• A•••••••	Independent wealth	Feb 25, 2013	n/a	yes	COLUMBIA, MD	Current employment
P••••••• S•••••••• G••••• L••	Former SEC adviser	May 11, 2012	Feb 15, 2013	no	FULTON, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••• S•••••••• G••••• L••	B••••••••• F•••••••• A•••••••	Feb 15, 2013	Feb 25, 2013	10	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	P••••••• S•••••••• G••••• L••	Oct 12, 2011	May 11, 2012

Relationships

Registered with (6)

→ B••••••••• F•••••••• A•••••••Registered adviserregistration: current employment
Feb 25, 2013 to presentfactForm ADV
→ P••••••• S•••••••• G••••• L••Registered adviserregistration: previous registration
May 11, 2012 to Feb 15, 2013factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Apr 20, 2011 to Oct 12, 2011factForm ADV
→ M••••• S••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:04b585c5-02e1-6cb4-64d2-113980d1d86f
First observed: Feb 22, 2007
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.