DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

A•••••• M••••••• J••

Advisor at B•••••••• F•••••••• A•••••••• L••

PARMA, OH

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Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 28, 2011 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•••••••• F•••••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 27, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• F•••••••• A•••••••• L••	State registered	Jun 17, 2021	n/a	yes	PARMA, OH	Current employment
H••••••••• F•••••••• A•••••••	Bd affiliated wealth	Dec 7, 2018	Jun 9, 2021	no	BAY VILLAGE, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••••• F•••••••• A•••••••	B•••••••• F•••••••• A•••••••• L••	Jun 9, 2021	Jun 17, 2021	8	Firm change	Ibd to state RIA
P•• W••••• M•••••••••	H••••••••• F•••••••• A•••••••	Nov 23, 2018	Dec 7, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
129052:16986:OH:2018-11-23	Nov 23, 2018	Dec 7, 2018	CLEVELAND, OH	Firm change

Relationships

Registered with (4)

→ B•••••••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Jun 17, 2021 to presentfactForm ADV
→ H••••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Dec 7, 2018 to Jun 9, 2021factForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Oct 23, 2014 to Nov 23, 2018factForm ADV
→ C•••••• S••••• • C••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 28, 2011
Last observed: Sep 14, 2026 10 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.