DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

M•••••• B••••••• J•••••••

Advisor at J••••••• F••••••••

VIRGINIA BEACH, VA

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Search this name across graphsid dfx:ria:117ca2b0-886a-5bcd-9c36-6c9bd144b33d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 24, 2021 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: J••••••• F••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom 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
J••••••• F••••••••	State registered	Apr 19, 2025	n/a	yes	VIRGINIA BEACH, VA	Current employment
O••••••••• • C•• I•••	Bd affiliated wealth	Jan 10, 2024	Apr 4, 2025	no	VIRGINIA BEACH, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••••••• • C•• I•••	J••••••• F••••••••	Apr 4, 2025	Apr 19, 2025	15	Firm change	Ibd to state RIA
C•••••• F••••••••	O••••••••• • C•• I•••	Jan 8, 2024	Jan 10, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
295907:249:VA:2024-01-08	Jan 8, 2024	Jan 10, 2024	VIRGINIA BEACH, VA	Firm change

Relationships

Registered with (3)

→ J••••••• F••••••••Registered adviserregistration: current employment
Apr 19, 2025 to presentfactForm ADV
→ O••••••••• • C•• I•••Registered adviserregistration: previous registration
Jan 10, 2024 to Apr 4, 2025factForm ADV
→ C•••••• F••••••••Registered adviserregistration: previous registration
Jan 12, 2022 to Jan 8, 2024factForm ADV

Dated events

Occurred
Apr 4, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jan 8, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:117ca2b0-886a-5bcd-9c36-6c9bd144b33d
First observed: Sep 24, 2021
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.