DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

B••••• J••••• O•••••

Advisor at G••••• C•••••• M•••••••••

LOS ANGELES, CA

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Search this name across graphsid dfx:ria:281100b3-2364-4e10-3051-1b473f38c45f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 2, 2003 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: G••••• C•••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 2, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• C•••••• M•••••••••	Independent wealth	Aug 25, 2026	n/a	yes	LOS ANGELES, CA	Current employment
E••••••• F•••• L••	Former SEC adviser	Jun 8, 2018	Sep 24, 2020	no	Manhattan Beach, CA\|NEW YORK, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••••• F•••• L••	G••••• C•••••• M•••••••••	Sep 24, 2020	Aug 25, 2026	2,161	Firm change after gap	Other
B•• M••••• S••••••••• C•••••••••	E••••••• F•••• L••	Feb 5, 2018	Jun 8, 2018

Relationships

Registered with (6)

→ G••••• C•••••• M•••••••••Registered adviserregistration: current employment
Aug 25, 2026 to presentfactForm ADV
→ E••••••• F•••• L••Registered adviserregistration: previous registration
Jun 8, 2018 to Sep 24, 2020factForm ADV
→ B•• M••••• S••••••••• C•••••••••Registered adviserregistration: previous registration
Mar 23, 2015 to Feb 5, 2018factForm ADV
→ P••••• • R••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:281100b3-2364-4e10-3051-1b473f38c45f
First observed: Oct 2, 2003
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.