DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

J•••••• G• M••••••

Advisor at B•••••••• A•••• M••••••••• L••

Charlotte, NC | RENO, NV

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Search this name across graphsid dfx:ria:73c7c3e9-c243-4a3c-397f-62f515b8e790

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 27, 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: B•••••••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 8, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• A•••• M••••••••• L••	Independent wealth	Aug 30, 2018	n/a	yes	RENO, NV\|Charlotte, NC	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Apr 11, 2011	Aug 31, 2018	no	CHARLOTTE, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	B•••••••• A•••• M••••••••• L••	Aug 31, 2018	Aug 30, 2018	-1	Firm change	Wirehouse to RIA
M•• F•••••••• S•••••••• I•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Apr 8, 2011

Relationships

Registered with (4)

→ B•••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Aug 30, 2018 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Apr 11, 2011 to Aug 31, 2018factForm ADV
→ M•• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Apr 15, 2009 to Apr 8, 2011factForm ADV
→ M•• I•••••••• S•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:73c7c3e9-c243-4a3c-397f-62f515b8e790
First observed: Feb 27, 2008
Last observed: Sep 14, 2026 9 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.