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

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

M•••• J•••• D•••••••

Advisor at B•••••••• C•••••• P•••••••• L••

SCOTTSDALE, AZ | THIENSVILLE, WI

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Search this name across graphsid dfx:ria:52a99d83-ddd0-2dc4-dab6-67f2c33bd94b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 2, 2023 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•••••••• C•••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• C•••••• P•••••••• L••	Independent wealth	Jun 4, 2024	n/a	yes	THIENSVILLE, WI\|SCOTTSDALE, AZ	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Aug 2, 2023	Mar 11, 2024	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	B•••••••• C•••••• P•••••••• L••	Mar 11, 2024	Jun 4, 2024	85	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ B•••••••• C•••••• P•••••••• L••Registered adviserregistration: current employment
Jun 4, 2024 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 2, 2023 to Mar 11, 2024factForm ADV

Dated events

Occurred
Mar 11, 2024
Advisor changed firm
M•••• J•••• D••••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for B•••••••• C•••••• P•••••••• L•• (registered 2024-06-04)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:52a99d83-ddd0-2dc4-dab6-67f2c33bd94b
First observed: Aug 2, 2023
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.