DFX Intelligence

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

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RIA / WealthAdvisor22 years in industry

J•••••••• K•••• B•••

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

PHILADELPHIA, PA | Rehoboth Beach, DE

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Search this name across graphsid dfx:ria:45c6f0dd-15bc-693d-bebc-d0d9ec739170

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 23, 2019 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••• M••• T•••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 3, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• M••• T•••• A•••••••• L••	Independent wealth	Aug 8, 2023	n/a	yes	Rehoboth Beach, DE\|PHILADELPHIA, PA	Current employment
B••• R••• C••••••• L••	Former SEC adviser	Aug 23, 2019	Aug 9, 2023	no	REHOBOTH BEACH, DE\|REHOBOTH BEACH, DE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••• R••• C••••••• L••	B••• M••• T•••• A•••••••• L••	Aug 9, 2023	Aug 8, 2023	-1	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
139163:285359:DE:2023-08-09	Aug 9, 2023	Aug 8, 2023	REHOBOTH BEACH, DE	Firm change

Relationships

Registered with (2)

→ B••• M••• T•••• A•••••••• L••Registered adviserregistration: current employment
Aug 8, 2023 to presentfactForm ADV
→ B••• R••• C••••••• L••Registered adviserregistration: previous registration
Aug 23, 2019 to Aug 9, 2023factForm ADV

Dated events

Occurred
Aug 9, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:45c6f0dd-15bc-693d-bebc-d0d9ec739170
First observed: Aug 23, 2019
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.