DFX Intelligence

J••••• G••••• D•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

J••••• G••••• D•••••

Advisor at B•••••••• I••••••••• M••••••••• L••

PRINCETON, NJ

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Search this name across graphsid dfx:ria:8885dae7-785e-3805-c213-2fdc980de5a1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Jan 13, 2005 to Sep 14, 2026

Across DFX

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

Family Officesidentity

J••••• G••••• D•••••

Family principal · key crd individual

Facts

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

Current firm: B•••••••• I••••••••• M••••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: May 27, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• I••••••••• M••••••••• L••	Asset manager	Sep 29, 2006	n/a	yes	PRINCETON, NJ	Current employment
M•••••• L•••• I••••••••• M••••••• L•	n/a	Jan 13, 2005	Sep 29, 2006	no	PLAINSBORO, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L•••• I••••••••• M••••••• L•	B•••••••• I••••••••• M••••••••• L••	Sep 29, 2006	Sep 29, 2006	0	Bulk transfer	Other

Relationships

Registered with (2)

→ B•••••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Sep 29, 2006 to presentfactForm ADV
→ M•••••• L•••• I••••••••• M••••••• L•Registered adviserregistration: previous registration
Jan 13, 2005 to Sep 29, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8885dae7-785e-3805-c213-2fdc980de5a1
First observed: Jan 13, 2005
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.