DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

J•••• C• B••••••

Advisor at M•• C•••••• M••••••••• L••

Cleveland, OH

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Search this name across graphsid dfx:ria:5d9b9b15-e5fd-a126-3f42-e04b7264b347

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 20, 2021 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•• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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•• C•••••• M••••••••• L••	Independent wealth	Mar 30, 2023	n/a	yes	Cleveland, OH	Current employment
A••••• P•••••• W••••• A•••••••• L••	Independent wealth	May 20, 2021	Mar 21, 2023	no	CLEVELAND, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• P•••••• W••••• A•••••••• L••	M•• C•••••• M••••••••• L••	Mar 21, 2023	Mar 30, 2023	9	Firm change	RIA to RIA

Relationships

Registered with (2)

→ M•• C•••••• M••••••••• L••Registered adviserregistration: current employment
Mar 30, 2023 to presentfactForm ADV
→ A••••• P•••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
May 20, 2021 to Mar 21, 2023factForm ADV

Dated events

Occurred
Mar 21, 2023
Advisor changed firm
J•••• C• B•••••• left A••••• P•••••• W••••• A•••••••• L•• for M•• C•••••• M••••••••• L•• (registered 2023-03-30)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5d9b9b15-e5fd-a126-3f42-e04b7264b347
First observed: May 20, 2021
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.