DFX Intelligence

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

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

J••••••• A•• B••••••••

Advisor at M••••••••• • A•••••••••

ORCHARD PARK, NY | Orchard Park, NY

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Search this name across graphsid dfx:ria:55e91abc-e19f-51a0-d894-5ad971730288

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 13, 2015 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: M••••••••• • A•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••••• • A•••••••••	Independent wealth	Sep 25, 2025	n/a	yes	ORCHARD PARK, NY	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Mar 9, 2023	n/a	yes	Orchard Park, NY	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	C••••••••• F•••••••• N••••••	Nov 13, 2017	Mar 9, 2023	1,942	Firm change after gap	RIA to ibd

Relationships

Registered with (3)

→ M••••••••• • A•••••••••Registered adviserregistration: current employment
Sep 25, 2025 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: current employment
Mar 9, 2023 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Oct 13, 2015 to Nov 13, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:55e91abc-e19f-51a0-d894-5ad971730288
First observed: Oct 13, 2015
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.