DFX Intelligence

J••• F•••• L••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

J••• F•••• L••••

Advisor at B•••••• F•••••••• P•••••••• L••

VAN BUREN TWP, MI

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Search this name across graphsid dfx:ria:1d742126-0780-8da5-46c9-15a8456cb68a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 11, 2014 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•••••••• P•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 27, 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• F•••••••• P•••••••• L••	State registered	Jan 9, 2025	n/a	yes	VAN BUREN TWP, MI	Current employment
O••••• F•••••••• P••••••• L••	State registered	Jul 21, 2016	Nov 8, 2021	no	ANN ARBOR, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••• F•••••••• P••••••• L••	B•••••• F•••••••• P•••••••• L••	Nov 8, 2021	Jan 9, 2025	1,158	Firm change after gap	Other
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	O••••• F•••••••• P••••••• L••	Aug 15, 2014	Jul 21, 2016

Relationships

Registered with (3)

→ B•••••• F•••••••• P•••••••• L••Registered adviserregistration: current employment
Jan 9, 2025 to presentfactForm ADV
→ O••••• F•••••••• P••••••• L••Registered adviserregistration: previous registration
Jul 21, 2016 to Nov 8, 2021factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Mar 11, 2014 to Aug 15, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1d742126-0780-8da5-46c9-15a8456cb68a
First observed: Mar 11, 2014
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.