DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor12 years in industry

J•••••• M•••••• B•••••

Advisor at D••• I•••••••••

PLANO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:60a6622f-54be-c188-7c4d-34a402e8b629

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 13, 2014 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: D••• I•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 25, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••• I•••••••••	Independent wealth	Sep 22, 2023	n/a	yes	PLANO, TX\|PLANO, TX	Current employment
F••••• I•••••••••	Independent wealth	Feb 6, 2019	Sep 21, 2023	no	PLANO, TX\|PLANO, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••• I•••••••••	D••• I•••••••••	Sep 21, 2023	Sep 22, 2023	1	Firm change	RIA to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	F••••• I•••••••••	Feb 14, 2019	Feb 6, 2019

Relationships

Registered with (6)

→ D••• I•••••••••Registered adviserregistration: current employment
Sep 22, 2023 to presentfactForm ADV
→ F••••• I•••••••••Registered adviserregistration: previous registration
Feb 6, 2019 to Sep 21, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Mar 10, 2017 to Feb 14, 2019factForm ADV
→ C••••• I••••••••• A••••••• L••

Dated events

Occurred
Sep 21, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:60a6622f-54be-c188-7c4d-34a402e8b629
First observed: Feb 13, 2014
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.