DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

J•••••• R••••••• B••••••

Advisor at S••••• A•••• M••••••••• L•••••

TROY, MI

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Search this name across graphsid dfx:ria:5e9d9168-33ce-c1b3-e026-f16a8fee8bad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 17, 2018 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: S••••• A•••• M••••••••• L•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• A•••• M••••••••• L•••••	Independent wealth	Feb 2, 2026	n/a	yes	TROY, MI	Current employment
M•••••• A•••• P••••••••• L••	Independent wealth	Apr 5, 2019	Jan 30, 2026	no	ROCHESTER, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• A•••• P••••••••• L••	S••••• A•••• M••••••••• L•••••	Jan 30, 2026	Feb 2, 2026	3	Firm change	RIA to RIA
E••••• J••••	M•••••• A•••• P••••••••• L••	Mar 12, 2019	Apr 5, 2019

Relationships

Registered with (3)

→ S••••• A•••• M••••••••• L•••••Registered adviserregistration: current employment
Feb 2, 2026 to presentfactForm ADV
→ M•••••• A•••• P••••••••• L••Registered adviserregistration: previous registration
Apr 5, 2019 to Jan 30, 2026factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Dec 17, 2018 to Mar 12, 2019factForm ADV

Dated events

Occurred
Jan 30, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5e9d9168-33ce-c1b3-e026-f16a8fee8bad
First observed: Dec 17, 2018
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.