DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

K•••• J•••• B•••••

Advisor at M•• A•••• M••••••••• L••

San Diego, CA | CONSHOHOCKEN, PA

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:0e5b5cc0-722f-7183-038d-c14352ae7f79

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 5, 2005 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•• A•••• M••••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Oct 5, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• A•••• M••••••••• L••	Mixed wealth	Aug 6, 2026	n/a	yes	San Diego, CA\|CONSHOHOCKEN, PA	Current employment
M•• S••••••••• L••	No RAUM reported	Jun 11, 2026	n/a	yes	San Diego, CA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• F••••••••• I•••	M•• S••••••••• L••	Jul 6, 2018	Jun 11, 2026	2,897	Firm change after gap	Other
M•• I•••••••• S•••••••• L••	S•••••••• F••••••••• I•••	Nov 30, 2006	Jan 15, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
133763:44254:CA:2018-07-06	Jul 6, 2018	Jun 11, 2026	SAN DIEGO, CA	Firm change after gap

Relationships

Registered with (5)

→ M•• A•••• M••••••••• L••Registered adviserregistration: current employment
Aug 6, 2026 to presentfactForm ADV
→ M•• S••••••••• L••Registered adviserregistration: current employment
Jun 11, 2026 to presentfactForm ADV
→ S•••••••• F••••••••• I•••Registered adviserregistration: previous registration
Jan 15, 2013 to Jul 6, 2018factForm ADV
→ M•• I•••••••• S•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e5b5cc0-722f-7183-038d-c14352ae7f79
First observed: Oct 5, 2005
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.