DFX Intelligence

I••••••••• R••••••••• S•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

I••••••••• R••••••••• S•••••••

I••••••••• R••••••••• S•••••••, INC., CRD 312680

CAMARILLO, CA

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Search this name across graphsid dfx:ria:872a8956-f8ea-cbdd-fd7d-47658828ec46

Data as of Sep 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Sep 4, 2026 to Sep 4, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

I••••••••• R••••••••• S•••••••

Investment consultant · key crd, shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $71.9M••• Locked
Discretionary RAUM: $56.2M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Employees: 4
Advisory employees: 3
Offices

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J•••••• B• S••••••	n/a	CAMARILLO, CA \| San Diego, CA	1	12	n/a	no

Relationships

Registered with (4)

← J•••••• B• S••••••Advisorregistration: current employment
Mar 20, 2025 to presentfactForm ADV
← G•••••• J•••• K••••Advisorregistration: current employment
Nov 9, 2022 to presentfactForm ADV
← D•• D••••• I•••Advisorregistration: current employment
Nov 7, 2022 to presentfactForm ADV
← K•••• M••••••• K••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:872a8956-f8ea-cbdd-fd7d-47658828ec46
First observed: Sep 4, 2026
Last observed: Sep 4, 2026 19 days ago
Source families: Federal regulator filings
3 registered feeds 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.