DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

M•••••• J• B•••••

Advisor at S••••••••• W••••• M••••••••• I•••

CORPUS CHRISTI, TX

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Search this name across graphsid dfx:ria:63b825b6-bc66-51bc-029a-807bf97cd7bf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jun 1, 2022 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••••••••• W••••• M••••••••• I•••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Aug 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••••• W••••• M••••••••• I•••	Former SEC adviser	Jul 3, 2024	n/a	yes	CORPUS CHRISTI, TX	Current employment
I•••••••• I••••••••• I•••	Former SEC adviser	Sep 26, 2022	Jul 5, 2024	no	Wauwatosa, WI\|COLORADO SPRINGS, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••••• I••••••••• I•••	S••••••••• W••••• M••••••••• I•••	Jul 5, 2024	Jul 3, 2024	-2	Firm change	RIA to RIA
R•••••• J•••• • A••••••••• I•••	I•••••••• I••••••••• I•••	Oct 6, 2022	Sep 26, 2022

Relationships

Registered with (3)

→ S••••••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Jul 3, 2024 to presentfactForm ADV
→ I•••••••• I••••••••• I•••Registered adviserregistration: previous registration
Sep 26, 2022 to Jul 5, 2024factForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Jun 1, 2022 to Oct 6, 2022factForm ADV

Dated events

Occurred
Jul 5, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Oct 6, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:63b825b6-bc66-51bc-029a-807bf97cd7bf
First observed: Jun 1, 2022
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.