DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

M•••••• J•••• B•••

Advisor at C••••••

Frisco, TX

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Search this name across graphsid dfx:ria:254c3c9b-7351-58b3-8e12-3edaadc36d86

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 18, 2017 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: C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••	Independent wealth	Jul 6, 2026	n/a	yes	Frisco, TX	Current employment
C•••••• A•••••••• I•••	Former SEC adviser	Nov 15, 2024	Jul 17, 2026	no	FRISCO, TX\|TULSA, OK	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• A•••••••• I•••	C••••••	Jul 17, 2026	Jul 6, 2026	-11	Bulk transfer	RIA to RIA
F••••• F••••••••• L••	C•••••• A•••••••• I•••	Oct 22, 2024	Nov 15, 2024

Relationships

Registered with (5)

→ C••••••Registered adviserregistration: current employment
Jul 6, 2026 to presentfactForm ADV
→ C•••••• A•••••••• I•••Registered adviserregistration: previous registration
Nov 15, 2024 to Jul 17, 2026factForm ADV
→ F••••• F••••••••• L••Registered adviserregistration: previous registration
Aug 17, 2021 to Oct 22, 2024factForm ADV
→ F••••• I•••••••••

Dated events

Occurred
Oct 22, 2024
Advisor changed firm
M•••••• J•••• B••• left F••••• F••••••••• L•• for C•••••• A•••••••• I••• (registered 2024-11-15)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:254c3c9b-7351-58b3-8e12-3edaadc36d86
First observed: May 18, 2017
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.