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

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RIA / WealthAdvisor22 years in industry

M•••••• J••• B•••••

Advisor at C•••••••• F••••••••

FARGO, ND

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Search this name across graphsid dfx:ria:71da883d-b784-f693-f6ab-b79d66dde2ea

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 10, 2019 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: C•••••••• F••••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

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
C•••••••• F••••••••	State registered	Feb 10, 2022	n/a	yes	FARGO, ND	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Apr 22, 2021	Jan 5, 2022	no	Fargo, ND

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•• I•••••••• S•••••••• L••	C•••••••• F••••••••	Jan 5, 2022	Feb 10, 2022	36	Firm change	Ibd to state RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M•• I•••••••• S•••••••• L••	Apr 14, 2021

Team moves

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

Team	Left	Joined	From	Kind
7691:10409:NY:2021-04-13	Apr 14, 2021	Apr 22, 2021	NEW YORK, NY	Firm change

Relationships

Registered with (3)

→ C•••••••• F••••••••Registered adviserregistration: current employment
Feb 10, 2022 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 22, 2021 to Jan 5, 2022factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jun 10, 2019 to Apr 14, 2021factForm ADV

Dated events

Occurred
Jan 5, 2022
Advisor changed firm
M•••••• J••• B••••• left M•• I•••••••• S•••••••• L•• for C•••••••• F•••••••• (registered 2022-02-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:71da883d-b784-f693-f6ab-b79d66dde2ea
First observed: Jun 10, 2019
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.