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

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RIA / WealthAdvisor18 years in industry

J••••• B• I••••

Advisor at A••••••• C•••••• M••••••••• L••

Aliso Viejo, CA

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Search this name across graphsid dfx:ria:66a2821f-a303-72a8-0da8-4912ce533993

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jun 2, 2008 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: A••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom 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
A••••••• C•••••• M••••••••• L••	Independent wealth	Sep 26, 2023	n/a	yes	Aliso Viejo, CA	Current employment
U••••• C•••••• F•••••••• A•••••••	Independent wealth	Apr 23, 2019	Oct 26, 2023	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
U••••• C•••••• F•••••••• A•••••••	A••••••• C•••••• M••••••••• L••	Oct 26, 2023	Sep 26, 2023	-30	Firm change	Ibd to RIA
J••• M••••• S••••••••• L••	U••••• C•••••• F•••••••• A•••••••	May 1, 2019

Relationships

Registered with (7)

→ A••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Sep 26, 2023 to presentfactForm ADV
→ U••••• C•••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Apr 23, 2019 to Oct 26, 2023factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Jun 24, 2014 to May 1, 2019factForm ADV
→ S•••••••• A••••••• L••

Dated events

Occurred
Oct 26, 2023
Advisor changed firm
J••••• B• I•••• left U••••• C•••••• F•••••••• A••••••• for A••••••• C•••••• M••••••••• L•• (registered 2023-09-26)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:66a2821f-a303-72a8-0da8-4912ce533993
First observed: Jun 2, 2008
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.