DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

J•••••• P••• B••••••

Advisor at M•••••••• S•••••••• C•••••• M••••••••• L••

DALLAS, TX

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Search this name across graphsid dfx:ria:7f9eddba-6ece-21d6-d105-44a71eff7bc9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Nov 30, 2004 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: M•••••••• S•••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 23, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••••• S•••••••• C•••••• M••••••••• L••	Independent wealth	Feb 6, 2015	n/a	yes	DALLAS, TX	Current employment
M•••••••• S•••••••• C•••••• M••••••••• L••	Independent wealth	Dec 9, 2014	Dec 31, 2014	no	DALLAS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M•••••••• S•••••••• C•••••• M••••••••• L••	May 21, 2014	Dec 9, 2014	202	Firm change	Other
B••• O• A•••••• I••••••••• S•••••••• I•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Oct 23, 2009

Relationships

Registered with (5)

→ M•••••••• S•••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 9, 2014 to Dec 31, 2014factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 23, 2009 to May 21, 2014factForm ADV
→ B••• O• A•••••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration
Oct 14, 2005 to Oct 23, 2009factForm ADV
→ C•••• I••••••••• S••••••• C••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7f9eddba-6ece-21d6-d105-44a71eff7bc9
First observed: Nov 30, 2004
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.