DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner27 years in industry

J••••••• J•• Y•••• B••••

Advisor at M••••• G••••• A••••••• I•••

Oakton, VA

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Search this name across graphsid dfx:ria:9178f304-2276-3815-5cd9-f475d5604ba4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Aug 14, 2000 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: M••••• G••••• A••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 15, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Apr 10, 2017	n/a	yes	Oakton, VA	Current employment
F•••••••• C•••••• M••••••••• L••	Independent wealth	Aug 28, 2013	Mar 28, 2017	no	SEATTLE, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• C•••••• M••••••••• L••	M••••• G••••• A••••••• I•••	Mar 28, 2017	Apr 10, 2017	13	Firm change	Other
P••••••• D•••• A•••• M••••••••• L••	F•••••••• C•••••• M••••••••• L••	Jul 28, 2010	Aug 28, 2013

Relationships

Registered with (7)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Apr 10, 2017 to presentfactForm ADV
→ F•••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 28, 2013 to Mar 28, 2017factForm ADV
→ P••••••• D•••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Apr 22, 2008 to Jul 28, 2010factForm ADV
→ C••••• I••••••••• S••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9178f304-2276-3815-5cd9-f475d5604ba4
First observed: Aug 14, 2000
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.