DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

M••• J••••• B••••••

Advisor at A•••••••• W••••• M••••••••• L••

YARDLEY, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:50d1d420-c691-9249-8f67-f3ca4ccf762d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 7, 2005 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: A•••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 14, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••••• W••••• M••••••••• L••	Independent wealth	Feb 14, 2022	n/a	yes	YARDLEY, PA	Current employment
K••••• A••••••• S•••••••• L••	Bd affiliated wealth	Apr 20, 2016	Feb 14, 2022	no	Yardley, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• A••••••• S•••••••• L••	A•••••••• W••••• M••••••••• L••	Feb 14, 2022	Feb 14, 2022	0	Firm change	Ibd to new firm
N•• A•••••• S•••••••• L••	K••••• A••••••• S•••••••• L••	Sep 22, 2016	Apr 20, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
155216:42046:NJ:2015-05-05	May 5, 2015	Apr 2, 2015	MORRISTOWN, NJ	Firm change after gap

Relationships

Registered with (6)

→ A•••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Feb 14, 2022 to presentfactForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 20, 2016 to Feb 14, 2022factForm ADV
→ N•• A•••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 2, 2015 to Sep 22, 2016factForm ADV
→ P•••••• A•••••• G••••• L••

Dated events

Occurred
Feb 14, 2022
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:50d1d420-c691-9249-8f67-f3ca4ccf762d
First observed: Apr 7, 2005
Last observed: Sep 14, 2026 9 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.