DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

J••• M••••• B•••••

Advisor at A•••• I••••••••• A•••••••• L••

DEERFIELD, IL | Atlanta, GA

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Search this name across graphsid dfx:ria:330edefd-3e68-3c21-cc71-0a1fd66a794a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Dec 2, 2013 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: A•••• I••••••••• A•••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Nov 23, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom 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
A•••• I••••••••• A•••••••• L••	Mixed wealth	Aug 30, 2024	n/a	yes	Atlanta, GA\|DEERFIELD, IL	Current employment
A••••• C••••••••• G••••	n/a	Oct 4, 2024	Jul 1, 2025	no	McDonough, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J•••••• B•••••••	A•••• I••••••••• A•••••••• L••	May 11, 2026	Aug 30, 2024	-619	Firm change after gap	RIA to RIA
A••••• C••••••••• G••••	n/a	Jul 1, 2025	n/a	n/a

Relationships

Registered with (4)

→ A•••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Aug 30, 2024 to presentfactForm ADV
→ J•••••• B•••••••Registered adviserregistration: previous registration
Aug 29, 2022 to May 11, 2026factForm ADV
→ A••••• C••••••••• G••••Registered adviserregistration: previous registration
Oct 4, 2024 to Jul 1, 2025factForm ADV
→ V•••• F•••••••• A•••••••• I•••Registered adviser

Dated events

Occurred
May 11, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 1, 2025
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 19, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:330edefd-3e68-3c21-cc71-0a1fd66a794a
First observed: Dec 2, 2013
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.