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

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RIA / WealthAdvisor13 years in industry

R•••• M•••••••• B•••

Advisor at R•••• B••• I••••••••• M••••••••• L••

SAINT SIMONS ISLAND, GA

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Search this name across graphsid dfx:ria:5df590cb-f8fe-04fb-d888-0533e6dba6d7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 22, 2013 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•••• B••• I••••••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 18, 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

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
R•••• B••• I••••••••• M••••••••• L••	State registered	Apr 18, 2023	n/a	yes	SAINT SIMONS ISLAND, GA	Current employment
R•••• B••• I••••••••• M••••••••• L••	State registered	Oct 9, 2018	Dec 31, 2022	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
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	R•••• B••• I••••••••• M••••••••• L••	Oct 9, 2018	Oct 9, 2018	0	Firm change	Ibd to state RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Mar 24, 2016

Relationships

Registered with (3)

→ R•••• B••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 9, 2018 to Dec 31, 2022factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Feb 14, 2017 to Oct 9, 2018factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jan 22, 2013 to Mar 24, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5df590cb-f8fe-04fb-d888-0533e6dba6d7
First observed: Jan 22, 2013
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.