DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

J••••• M••••••••• C•••

Advisor at B••• H•••••• E•••••• I•••

PITTSFORD, NY | Ponte Vedra Beach, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 15, 1997 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••• H•••••• E•••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 11, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom 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
B••• H•••••• E•••••• I•••	Independent wealth	Jun 24, 2026	n/a	yes	Ponte Vedra Beach, FL\|PITTSFORD, NY	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Oct 11, 2024	Jun 25, 2026	no	Jacksonville Beach, FL\|SCOTTSDALE, AZ\|Ponte Vedra Beach, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	B••• H•••••• E•••••• I•••	Jun 25, 2026	Jun 24, 2026	-1	Firm change	Ibd to new firm
A••••••• P••••••••• A•••••••• I••	O•••• W•••••• I•••	Oct 11, 2024	Oct 11, 2024

Relationships

Registered with (4)

→ B••• H•••••• E•••••• I•••Registered adviserregistration: current employment
Jun 24, 2026 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Oct 11, 2024 to Jun 25, 2026factForm ADV
→ A••••••• P••••••••• A•••••••• I••Registered adviserregistration: previous registration
Oct 10, 2023 to Oct 11, 2024factForm ADV
→ E•••••••• A•••••••• L••

Dated events

Order

Occurred
25 Jun 2026
Advisor changed firm
••• Locked
Form ADV
Occurred
25 Oct 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 15, 1997
Last observed: Sep 14, 2026 9 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.