DFX Intelligence

B•••••••• C•••••• M••••••••• I•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

B•••••••• C•••••• M••••••••• I•••

CRD 134458

REDONDO BEACH, CA

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Search this name across graphsid dfx:ria:47ae3d1f-2dd2-7759-f329-1615e7cca9ea

Data as of Aug 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 10, 2026 to Aug 10, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $39.1M••• Locked
Discretionary RAUM: $39.1M
Private client RAUM: $38.1Mderived••• Locked
Private client share: 98%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J••• A•••• B••••••••	Chartered Financial Analyst	REDONDO BEACH, CA	20	38	n/a	no
Z•• B••••••••	Certified Financial Planner	REDONDO BEACH, CA	7	10

Relationships

Registered with (2)

← Zoe B••••••••Advisorregistration: current employment
Jan 16, 2019 to presentfactForm ADV
← J••• A•••• B••••••••Advisorregistration: current employment
Sep 13, 2006 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:47ae3d1f-2dd2-7759-f329-1615e7cca9ea
First observed: Aug 10, 2026
Last observed: Aug 10, 2026 43 days ago
Source families: Federal regulator filings
3 registered feeds 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.