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J••• D•••• I••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

J••• D•••• I••••••••

Advisor at B••••••••• C•••••• M••••••••• L••

San Diego, CA | WHEATON, IL

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Search this name across graphsid dfx:ria:468f6c37-88bd-ed17-a553-77a5ea5a5503

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 21, 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••••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 18, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• C•••••• M••••••••• L••	Independent wealth	Jun 8, 2016	n/a	yes	San Diego, CA\|San Diego, CA\|San Diego, CA\|WHEATON, IL	Current employment
V••• E••••• M••••••••• L••	Independent wealth	Apr 20, 2015	Jun 8, 2016	no	SAN DIEGO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••• E••••• M••••••••• L••	B••••••••• C•••••• M••••••••• L••	Jun 8, 2016	Jun 8, 2016	0	Firm change	Other
H••••• I••••••••• M••••••••• L••	V••• E••••• M••••••••• L••	Apr 21, 2015	Apr 20, 2015

Relationships

Registered with (3)

→ B••••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jun 8, 2016 to presentfactForm ADV
→ V••• E••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 20, 2015 to Jun 8, 2016factForm ADV
→ H••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 21, 2012 to Apr 21, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:468f6c37-88bd-ed17-a553-77a5ea5a5503
First observed: Jun 21, 2012
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.