DFX Intelligence

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

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RIA / WealthAdvisor30 years in industry

B•••• J•••••• G••••••

Advisor at N•••• P••• F•••••••• M••••••••• L••

MARINA DEL REY, CA

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Search this name across graphsid dfx:ria:a7e53d58-55c5-bd07-ea97-bcbeaf797149

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 28, 2005 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: N•••• P••• F•••••••• M••••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Feb 13, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N•••• P••• F•••••••• M••••••••• L••	Institutional manager	Apr 9, 2026	n/a	yes	MARINA DEL REY, CA	Current employment
N•••• P••• F•••••••• M••••••••• L••	Institutional manager	Mar 26, 2021	Dec 31, 2025	no	MARINA DEL REY, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••••••• • C•• I•••	N•••• P••• F•••••••• M••••••••• L••	Oct 16, 2008	Oct 14, 2008	-2	Firm change	Other

Relationships

Registered with (2)

→ N•••• P••• F•••••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 26, 2021 to Dec 31, 2025factForm ADV
→ O••••••••• • C•• I•••Registered adviserregistration: previous registration
Feb 28, 2005 to Oct 16, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a7e53d58-55c5-bd07-ea97-bcbeaf797149
First observed: Feb 28, 2005
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.