DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

B•••• J••• M•••••

Advisor at M••••• • C••••••

VALENCIA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0890741d-06bc-afaa-ce50-de225d61f188

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 19, 2008 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: M••••• • C••••••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Sep 20, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• • C••••••	No RAUM reported	Jun 15, 2026	n/a	yes	VALENCIA, CA	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Sep 5, 2025	Jun 24, 2026	no	VALENCIA, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	M••••• • C••••••	Jun 24, 2026	Jun 15, 2026	-9	Firm change	Ibd to new firm
A•••••• A••••••• S•••••••	C••••• I••••••••• A••••••• L••	Sep 5, 2025	Sep 5, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
105644:342180:CA:2026-06-23	Jun 24, 2026	Jun 15, 2026	VALENCIA, CA	Firm change

Relationships

Registered with (3)

→ M••••• • C••••••Registered adviserregistration: current employment
Jun 15, 2026 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Sep 5, 2025 to Jun 24, 2026factForm ADV
→ A•••••• A••••••• S•••••••Registered adviserregistration: previous registration
May 19, 2008 to Sep 5, 2025factForm ADV

Dated events

Occurred
Jun 24, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0890741d-06bc-afaa-ce50-de225d61f188
First observed: May 19, 2008
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.