DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

B••••••• J••••• A••••

Advisor at A••••• A•• P••••••• S•••••••

BALTIMORE, MD | LUTHERVILLE TIMONIUM, MD

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Search this name across graphsid dfx:ria:7e57ba7b-6e42-d303-b6af-92176762c79a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 22, 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: A••••• A•• P••••••• S•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 29, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• A•• P••••••• S•••••••	Bd affiliated wealth	Jun 18, 2024	n/a	yes	BALTIMORE, MD\|LUTHERVILLE TIMONIUM, MD	Current employment
T• R••• P•••• A••••••• S•••••••• I•••	Bd affiliated wealth	Nov 4, 2021	Mar 16, 2023	no	Owings Mills, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T• R••• P•••• A••••••• S•••••••• I•••	A••••• A•• P••••••• S•••••••	Mar 16, 2023	Jun 18, 2024	460	Firm change after gap	RIA to ibd
T• A••••••••• I••••••••• M••••••••• L••	T• R••• P•••• A••••••• S•••••••• I•••	Oct 7, 2021	Nov 4, 2021

Relationships

Registered with (4)

→ A••••• A•• P••••••• S•••••••Registered adviserregistration: current employment
Jun 18, 2024 to presentfactForm ADV
→ T• R••• P•••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Nov 4, 2021 to Mar 16, 2023factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 4, 2014 to Oct 7, 2021factForm ADV
→ T• A••••••••• I•••

Dated events

Occurred
Mar 16, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7e57ba7b-6e42-d303-b6af-92176762c79a
First observed: Jul 22, 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.