DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner17 years in industry

M••• J••••• T•••••••

Advisor at B••••••••• F•••••••• A•••••••• I•••

BALTIMORE, MD

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Search this name across graphsid dfx:ria:7a33630d-4de0-93ab-1388-4960be9c21fc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 24, 2012 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••••••••• F•••••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• F•••••••• A•••••••• I•••	Independent wealth	Apr 30, 2024	n/a	yes	BALTIMORE, MD	Current employment
R•••••• F•••••••• P•••••••• L••	n/a	Feb 15, 2019	Apr 30, 2024	no	ELLICOTT CITY, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• F•••••••• P•••••••• L••	B••••••••• F•••••••• A•••••••• I•••	Apr 30, 2024	Apr 30, 2024	0	Firm change	Other
F•• W••••• M•••••••••	R•••••• F•••••••• P•••••••• L••	May 31, 2018	Feb 15, 2019

Relationships

Registered with (3)

→ B••••••••• F•••••••• A•••••••• I•••Registered adviserregistration: current employment
Apr 30, 2024 to presentfactForm ADV
→ R•••••• F•••••••• P•••••••• L••Registered adviserregistration: previous registration
Feb 15, 2019 to Apr 30, 2024factForm ADV
→ F•• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 24, 2012 to May 31, 2018factForm ADV

Dated events

Occurred
Apr 30, 2024
Advisor changed firm
M••• J••••• T••••••• left R•••••• F•••••••• P•••••••• L•• for B••••••••• F•••••••• A•••••••• I••• (registered 2024-04-30)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7a33630d-4de0-93ab-1388-4960be9c21fc
First observed: Jan 24, 2012
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.