S••••••• J•••••

Advisor at B•••• A•••• M••••••••• L••

••• Locked

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:682221b3-f45e-a746-b80b-cb31eab89880

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 27, 2004 to Sep 15, 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: B•••• A•••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 6, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• A•••• M••••••••• L••	State registered	Nov 15, 2024	n/a	yes	Bronxville, NY\|JAMAICA, NY	Current employment
S••••••• A••••••• S•••••••• L••	State registered	Nov 29, 2021	n/a	yes	Valrico, FL\|NEW ROCHELLE, NY	Current employment

Moves

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From	To	Left	Joined	Gap, days	Kind	Move type
B•••• A•••• M••••••••• L••	S••••••• A••••••• S•••••••• L••	Dec 31, 2023	Nov 29, 2021	-762	Firm change after gap	Other
B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	B•••• A•••• M••••••••• L••	Jun 5, 2009	Nov 29, 2021

Relationships

Registered with (5)

→ B•••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Nov 29, 2021 to Dec 31, 2023factForm ADV
→ S••••••• A••••••• S•••••••• L••Registered adviserregistration: current employment
Nov 29, 2021 to presentfactForm ADV
→ B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Oct 22, 2008 to Jun 5, 2009factForm ADV
→ P••• A••••• S••••••••• L••

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:682221b3-f45e-a746-b80b-cb31eab89880
First observed: Jul 27, 2004
Last observed: Sep 15, 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.