DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

P••••• J•••• B•••••••

Advisor at M••••• S••••••

Boise, ID | Eagle, ID

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Search this name across graphsid dfx:ria:33af2902-2a7e-f52c-9700-22a1f24ed2c6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 1, 2011 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••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Apr 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Jul 25, 2024	n/a	yes	Boise, ID\|Eagle, ID	Current employment
R•• C•••••• M••••••• L••	National bd RIA	Jul 25, 2018	Aug 7, 2024	no	EAGLE, ID\|Boise, ID	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•• C•••••• M••••••• L••	M••••• S••••••	Aug 7, 2024	Jul 25, 2024	-13	Firm change	Ibd to wirehouse
C••••••••• A•••••••• L••	R•• C•••••• M••••••• L••	Jun 20, 2018	Jul 25, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
31194:149777:ID:2024-08-07	Aug 7, 2024	Jul 25, 2024	BOISE, ID	Firm change

Relationships

Registered with (3)

→ M••••• S••••••Registered adviserregistration: current employment
Jul 25, 2024 to presentfactForm ADV
→ R•• C•••••• M••••••• L••Registered adviserregistration: previous registration
Jul 25, 2018 to Aug 7, 2024factForm ADV
→ C••••••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 1, 2011 to Jun 20, 2018factForm ADV

Dated events

Occurred
Aug 7, 2024
Advisor changed firm
P••••• J•••• B••••••• left R•• C•••••• M••••••• L•• for M••••• S•••••• (registered 2024-07-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:33af2902-2a7e-f52c-9700-22a1f24ed2c6
First observed: Mar 1, 2011
Last observed: Sep 15, 2026 7 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.