DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)28 years in industry

J••• B• T•••

Advisor at M•• I•••••••• S•••••••• L••

••• Locked

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:305e97a6-ce9f-209b-7bfd-f0150f29f98d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 7, 2004 to Sep 15, 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: M•• I•••••••• S•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 7, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Jan 16, 2024	n/a	yes	Bethesda, MD\|Atlantic Beach, FL\|Towson, MD	Current employment
P••• A••••• S••••••••• L••	Bd affiliated wealth	Feb 27, 2017	Apr 29, 2022	no	Hunt Valley, MD\|CHEVY CHASE, MD\|Hunt Valley, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••• A••••• S••••••••• L••	M•• I•••••••• S•••••••• L••	Apr 29, 2022	Jan 16, 2024	627	Firm change after gap	Ibd to ibd
U••••• C•••••• F•••••••• A•••••••	P••• A••••• S••••••••• L••	Mar 6, 2017	Feb 27, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
46173:10409:MD:2022-04-29	Apr 29, 2022	Jan 16, 2024	HUNT VALLEY, MD	Firm change after gap
110802:134600:MD:2015-10-30	Oct 30, 2015	Nov 2, 2015	HUNT VALLEY, MD	Firm change

Relationships

Registered with (4)

→ M•• I•••••••• S•••••••• L••Registered adviserregistration: current employment
Jan 16, 2024 to presentfactForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Feb 27, 2017 to Apr 29, 2022factForm ADV
→ U••••• C•••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Nov 2, 2015 to Mar 6, 2017factForm ADV
→ P•• F•••••••• A••••••• I••

Dated events

Occurred
Apr 29, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:305e97a6-ce9f-209b-7bfd-f0150f29f98d
First observed: Jun 7, 2004
Last observed: Sep 15, 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.