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

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RIA / WealthAdvisorChartered Financial Analyst17 years in industry

B••••••• J• M•••••

Advisor at B••••• P••••••••• L••

LEE'S SUMMIT, MO

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Search this name across graphsid dfx:ria:901be7b1-5541-b98a-634c-8ce9bb67da57

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Oct 17, 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••••• P••••••••• L••
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 16, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 6

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• P••••••••• L••	Asset manager	Sep 18, 2017	n/a	yes	LEE'S SUMMIT, MO	Current employment
W••• W•••••• L••	Former SEC adviser	Feb 14, 2018	Mar 5, 2025	no	BLUE SPRINGS, MO\|LEE'S SUMMIT, MO

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
W••• W•••••• L••	n/a	Mar 5, 2025	n/a	n/a	Departure no registered destination	Departure
T•••• N••• F••••••••	I•••••• I••••••••• L••	May 3, 2019	Feb 10, 2017

Relationships

Registered with (7)

→ B••••• P••••••••• L••Registered adviserregistration: current employment
Sep 18, 2017 to presentfactForm ADV
→ W••• W•••••• L••Registered adviserregistration: previous registration
Feb 14, 2018 to Mar 5, 2025factForm ADV
→ T•••• N••• F••••••••Registered adviserregistration: previous registration
May 18, 2016 to May 3, 2019factForm ADV
→ I•••••• I••••••••• L••Registered adviser

Dated events

Occurred
Mar 5, 2025
Advisor departed, no destination yet
B••••••• J• M••••• no longer registered at W••• W•••••• L••; no later IA registration on IAPD
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:901be7b1-5541-b98a-634c-8ce9bb67da57
First observed: Oct 17, 2008
Last observed: Sep 14, 2026 7 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.