DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

J••••• M••••• D• L•• S••••• M•••••

Advisor at B•••••••• I••••••••• M••••••••• L••

Philadelphia, PA | PRINCETON, NJ

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Search this name across graphsid dfx:ria:4a27b443-bc21-97f9-1bed-8e97a42b8936

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 27, 2023 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•••••••• I••••••••• M••••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• I••••••••• M••••••••• L••	Asset manager	Aug 25, 2026	n/a	yes	Philadelphia, PA\|PRINCETON, NJ	Current employment
S•• I••••••••• M••••••••• C•••	Mixed wealth	Mar 27, 2023	Jul 27, 2026	no	OAKS, PA\|Royersford, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•• I••••••••• M••••••••• C•••	B•••••••• I••••••••• M••••••••• L••	Jul 27, 2026	Aug 25, 2026	29	Firm change	Other

Relationships

Registered with (2)

→ B•••••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Aug 25, 2026 to presentfactForm ADV
→ S•• I••••••••• M••••••••• C•••Registered adviserregistration: previous registration
Mar 27, 2023 to Jul 27, 2026factForm ADV

Dated events

Occurred
Jul 27, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4a27b443-bc21-97f9-1bed-8e97a42b8936
First observed: Mar 27, 2023
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.