DFX Intelligence

J••• G•••••• L••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst46 years in industry

J••• G•••••• L••••••••

Advisor at B•••••••• A•••• M••••••••• L••

RENO, NV | Delray Beach, FL

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 14, 2012 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: B•••••••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 9, 1980earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• A•••• M••••••••• L••	Independent wealth	May 18, 2018	n/a	yes	RENO, NV\|Delray Beach, FL	Current employment
S••••• F•••••••• A••••••• I••	Former SEC adviser	Jun 14, 2012	Dec 31, 2015	no	BETHESDA, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• F•••••••• A••••••• I••	B•••••••• A•••• M••••••••• L••	Dec 31, 2015	May 18, 2018	869	Firm change after gap	Other

Relationships

Registered with (2)

→ B•••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
May 18, 2018 to presentfactForm ADV
→ S••••• F•••••••• A••••••• I••Registered adviserregistration: previous registration
Jun 14, 2012 to Dec 31, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 14, 2012
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.