DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst10 years in industry

J•••• M•••• M•••••

Advisor at B••••••••• P•••••••

Waltham, MA

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Search this name across graphsid dfx:ria:520119bc-598b-571b-7b0b-b0381323b415

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Aug 10, 2017 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••••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• P•••••••	Independent wealth	Apr 12, 2024	n/a	yes	Waltham, MA	Current employment
C•••••••• A•••••••	Independent wealth	Mar 27, 2023	Apr 3, 2024	no	BOSTON, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• A•••••••	B••••••••• P•••••••	Apr 3, 2024	Apr 12, 2024	9	Firm change	RIA to RIA
C••••• P••••••• L••	C•••••••• A•••••••	Apr 10, 2023	Mar 27, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
153197:151559:MA:2022-01-06	Jan 6, 2022	Feb 8, 2022	BOSTON, MA	Firm change

Relationships

Registered with (4)

→ B••••••••• P•••••••Registered adviserregistration: previous registration
Aug 10, 2017 to Nov 9, 2018factForm ADV
→ C•••••••• A•••••••Registered adviserregistration: previous registration
Mar 27, 2023 to Apr 3, 2024factForm ADV
→ C••••• P••••••• L••Registered adviserregistration: previous registration
Feb 8, 2022 to Apr 10, 2023factForm ADV
→ D••••••• A••••••• L••

Dated events

Occurred
Apr 3, 2024
Advisor changed firm
J•••• M•••• M••••• left C•••••••• A••••••• for B••••••••• P••••••• (registered 2024-04-12)
Form ADVobserved 7 days ago
Occurred
Apr 10, 2023
Advisor changed firm
J•••• M•••• M••••• left C••••• P••••••• L•• for C•••••••• A••••••• (registered 2023-03-27)
Form ADVobserved 7 days ago
Occurred
Jan 6, 2022
Advisor changed firm
J•••• M•••• M••••• left D••••••• A••••••• L•• for C••••• P••••••• L•• (registered 2022-02-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:520119bc-598b-571b-7b0b-b0381323b415
First observed: Aug 10, 2017
Last observed: Sep 14, 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.