DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant18 years in industry

W•••••• J•••• M•••••

Advisor at B•••••• M•••••

Dayton, OH

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Search this name across graphsid dfx:ria:81ff7e07-b789-15c9-887f-03b5a7475744

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 23, 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•••••• M•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 9, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom 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•••••• M•••••	State registered	Aug 13, 2024	n/a	yes	Dayton, OH	Current employment
T•• B•••••• G••••	n/a	Feb 25, 2020	Oct 31, 2025	no	CENTERVILLE, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• B•••••• G••••	B•••••• M•••••	Oct 31, 2025	Aug 13, 2024	-444	Firm change after gap	Other
E••••• J••••	T•• B•••••• G••••	Aug 25, 2010	Feb 25, 2020

Relationships

Registered with (3)

→ B•••••• M•••••Registered adviserregistration: current employment
Aug 13, 2024 to presentfactForm ADV
→ T•• B•••••• G••••Registered adviserregistration: previous registration
Feb 25, 2020 to Oct 31, 2025factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
May 23, 2008 to Aug 25, 2010factForm ADV

Dated events

Occurred
Oct 31, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:81ff7e07-b789-15c9-887f-03b5a7475744
First observed: May 23, 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.