DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner29 years in industry

J••• R•••••• M•••••

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

PHILADELPHIA, PA | Wilmington, DE

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Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 12:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Apr 7, 2003 to Sep 14, 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: Feb 21, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• M••• T•••• A•••••••• L••	Independent wealth	Jul 6, 2023	n/a	yes	Wilmington, DE\|PHILADELPHIA, PA	Current employment
L•• A••••••••• L••	Former SEC adviser	Jul 9, 2015	Jan 8, 2020	no	GREENVILLE, DE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• A••••••••• L••	B••• M••• T•••• A•••••••• L••	Jan 8, 2020	Jul 6, 2023	1,275	Firm change after gap	RIA to RIA
J••••• M••••••••• S•••• L••	L•• A••••••••• L••	May 11, 2015	Jul 9, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
105608:285359:DE:2020-01-08	Jan 8, 2020	Jul 6, 2023	GREENVILLE, DE	Firm change after gap

Relationships

Registered with (7)

→ B••• M••• T•••• A•••••••• L••Registered adviserregistration: current employment
Jul 6, 2023 to presentfactForm ADV
→ L•• A••••••••• L••Registered adviserregistration: previous registration
Jul 9, 2015 to Jan 8, 2020factForm ADV
→ J••••• M••••••••• S•••• L••Registered adviserregistration: previous registration
Aug 28, 2007 to May 11, 2015factForm ADV
→ V•••••• P•••• A••••••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 7, 2003
Last observed: Sep 14, 2026 10 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.