DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner24 years in industry

D••••• J••••• B••••

Advisor at B••••• P••••• A•••••••• L••

AKRON, OH | NEWPORT BEACH, CA

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Search this name across graphsid dfx:ria:a37248c0-5481-a636-7e78-9565013918fd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 13, 2005 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: B••••• P••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 16, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• P••••• A•••••••• L••	Independent wealth	Jul 25, 2025	n/a	yes	AKRON, OH\|NEWPORT BEACH, CA	Current employment
J•••••• W••••• M•••••••••	Former SEC adviser	Dec 9, 2014	Jul 25, 2025	no	AKRON, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J•••••• W••••• M•••••••••	B••••• P••••• A•••••••• L••	Jul 25, 2025	Jul 25, 2025	0	Firm change	RIA to RIA
S••••••••• A•••••• A•••••••• I•••	J•••••• W••••• M•••••••••	Sep 30, 2014	Dec 9, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
105248:119290:OH:2025-07-25	Jul 25, 2025	Jul 25, 2025	AKRON, OH	Firm change

Relationships

Registered with (5)

→ B••••• P••••• A•••••••• L••Registered adviserregistration: current employment
Jul 25, 2025 to presentfactForm ADV
→ J•••••• W••••• M•••••••••Registered adviserregistration: previous registration
Dec 9, 2014 to Jul 25, 2025factForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 1, 2009 to Sep 30, 2014factForm ADV
→ C•••• I••••••••• S••••••• C••••

Dated events

Occurred
Jul 25, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a37248c0-5481-a636-7e78-9565013918fd
First observed: May 13, 2005
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.