DFX Intelligence

B•••• L• P•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

B•••• L• P•••••••

Advisor at J••• M••••• S••••••••• L••

Daytona Beach Shores, FL

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Search this name across graphsid dfx:ria:5a524996-6c96-928a-b89f-230c6be1ac68

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jun 7, 2004 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: J••• M••••• S••••••••• L••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Aug 21, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	Aug 30, 2019	n/a	yes	Daytona Beach Shores, FL	Current employment
G••••••• W••••• M•••••••••	Bd affiliated wealth	Jul 24, 2018	Dec 31, 2018	no	ARDEN HILLS, MN\|ARDEN HILLS, MN\|Port Orange, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••••• W••••• M•••••••••	J••• M••••• S••••••••• L••	Dec 31, 2018	Aug 30, 2019	242	Firm change	Ibd to wirehouse
C••••• I••••••••• A••••••• L••	G••••••• W••••• M•••••••••	Jul 6, 2016	Jul 24, 2018

Relationships

Registered with (7)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Aug 30, 2019 to presentfactForm ADV
→ G••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Jul 24, 2018 to Dec 31, 2018factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Feb 7, 2014 to Jul 6, 2016factForm ADV
→ C••••• I••••••••• S••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5a524996-6c96-928a-b89f-230c6be1ac68
First observed: Jun 7, 2004
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.