DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

B•••• J• M••••••

Advisor at R•••• I••••••••• A••••••• L••

Spanish Fork, UT | KENTWOOD, MI

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Search this name across graphsid dfx:ria:55e5bf74-f011-71e4-c0d8-a13698184587

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 9, 1999 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: R•••• I••••••••• A••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••• I••••••••• A••••••• L••	Bd affiliated wealth	Feb 23, 2021	n/a	yes	KENTWOOD, MI\|Spanish Fork, UT	Current employment
L•• F•••••••• G•••• H•••••• I•••	Former SEC adviser	Jun 9, 1999	Jan 8, 2021	no	HONOLULU, HI\|PROVO, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• G•••• H•••••• I•••	R•••• I••••••••• A••••••• L••	Jan 8, 2021	Feb 23, 2021	46	Firm change	RIA to ibd

Relationships

Registered with (2)

→ R•••• I••••••••• A••••••• L••Registered adviserregistration: current employment
Feb 23, 2021 to presentfactForm ADV
→ L•• F•••••••• G•••• H•••••• I•••Registered adviserregistration: previous registration
Jun 9, 1999 to Jan 8, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:55e5bf74-f011-71e4-c0d8-a13698184587
First observed: Jun 9, 1999
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.