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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)25 years in industry

J•••• L••••• B•••••

Advisor at P••• V••••• I•••••••••

MARLTON, NJ | WINTER GARDEN, FL

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:7088fbb7-259c-41f1-33ac-5e54b909cbcd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 28, 2002 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: P••• V••••• I•••••••••
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: Aug 10, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 3derivedfrom 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
P••• V••••• I•••••••••	Independent wealth	Aug 22, 2023	n/a	yes	WINTER GARDEN, FL\|MARLTON, NJ	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Nov 30, 2012	Jul 5, 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
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	P••• V••••• I•••••••••	Jul 5, 2023	Aug 22, 2023	48	Firm change	Wirehouse to RIA
M••••• S••••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Dec 17, 2012

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7691:173995:NJ:2023-07-05	Jul 5, 2023	Aug 22, 2023	MEDFORD, NJ	Firm change

Relationships

Registered with (5)

→ P••• V••••• I•••••••••Registered adviserregistration: current employment
Aug 22, 2023 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Nov 30, 2012 to Jul 5, 2023factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Dec 17, 2012factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

Occurred
Jul 5, 2023
Advisor changed firm
J•••• L••••• B••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for P••• V••••• I••••••••• (registered 2023-08-22)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7088fbb7-259c-41f1-33ac-5e54b909cbcd
First observed: May 28, 2002
Last observed: Sep 14, 2026 7 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.