DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

J••••••• E••• G•••••

Advisor at B•••••••• P••••••• L••

TRAVERSE CITY, MI

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Search this name across graphsid dfx:ria:a2562373-ebe8-4649-1795-fcbea5a0cbe7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 21, 2010 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: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• P••••••• L••	Independent wealth	Apr 30, 2021	n/a	yes	TRAVERSE CITY, MI	Current employment
O•••• F•• I•••	Former SEC adviser	Oct 21, 2010	May 4, 2021	no	TRAVERSE CITY, MI\|TRAVERS CITY, MI\|SOUTHFIELD, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• F•• I•••	B•••••••• P••••••• L••	May 4, 2021	Apr 30, 2021	-4	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
3978:312902:MI:2021-05-04	May 4, 2021	Apr 30, 2021	SOUTHFIELD, MI	Firm change

Relationships

Registered with (2)

→ B•••••••• P••••••• L••Registered adviserregistration: current employment
Apr 30, 2021 to presentfactForm ADV
→ O•••• F•• I•••Registered adviserregistration: previous registration
Oct 21, 2010 to May 4, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a2562373-ebe8-4649-1795-fcbea5a0cbe7
First observed: Oct 21, 2010
Last observed: Sep 14, 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.