DFX Intelligence

B••••••• A••••• K••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

B••••••• A••••• K••••••

Advisor at B••• J••• F•••••••• L••

ALBANY, NY | YAKIMA, WA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 10, 2014 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••• J••• F•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2014earliest 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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• J••• F•••••••• L••	Independent wealth	Jul 29, 2024	n/a	yes	YAKIMA, WA\|ALBANY, NY	Current employment
T••••••• I••••••••• M••••••••• I•••	Bd affiliated wealth	Mar 10, 2014	Jul 30, 2024	no	MONTVALE, NJ\|EAST SANDWICH, MA\|Dedham, MA\|Sandwich, MA\|Marstons Mills, MA\|Yakima, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••• I••••••••• M••••••••• I•••	B••• J••• F•••••••• L••	Jul 30, 2024	Jul 29, 2024	-1	Firm change	Ibd to new firm

Relationships

Registered with (2)

→ B••• J••• F•••••••• L••Registered adviserregistration: current employment
Jul 29, 2024 to presentfactForm ADV
→ T••••••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Mar 10, 2014 to Jul 30, 2024factForm ADV

Dated events

Order

Occurred
30 Jul 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 10, 2014
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.