DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)46 years in industry

B•••• J•••• M••••••

Advisor at L•• F•••••••• L••

BERWYN, PA | BLUE BELL, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8b4b3fd8-5158-6676-1035-d4f27e8eca22

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 30, 1996 to Sep 15, 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 8, 1980earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Feb 1, 2023	n/a	yes	BERWYN, PA\|BLUE BELL, PA	Current employment
1••• A•••••••	Former SEC adviser	Dec 17, 2013	Feb 6, 2023	no	WEST CONSHOHOCKEN, PA\|WEST CONSHOHOCKEN, PA\|WEST CONSHOHOCKEN, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
1••• A•••••••	L•• F•••••••• L••	Feb 6, 2023	Feb 1, 2023	-5	Firm change	RIA to RIA
R••••• W• B•••• • C•• I•••••••••	1••• A•••••••	Dec 18, 2013	Dec 17, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
100:6413:PA:2023-02-06	Feb 6, 2023	Feb 1, 2023	WEST CONSHOHOCKEN, PA	Firm change

Relationships

Registered with (4)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Feb 1, 2023 to presentfactForm ADV
→ 1••• A•••••••Registered adviserregistration: previous registration
Dec 17, 2013 to Feb 6, 2023factForm ADV
→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: previous registration
Jul 28, 2008 to Dec 18, 2013factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Feb 6, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8b4b3fd8-5158-6676-1035-d4f27e8eca22
First observed: Jul 30, 1996
Last observed: Sep 15, 2026 8 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.