DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

B••••••• C•••• J••••••

Advisor at H••••• M••• I••••••••• I•••

••• Locked

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Search this name across graphsid dfx:ria:aa7a92e2-ad93-0a8e-6eb6-71651afe9395

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 1, 2013 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: H••••• M••• I••••••••• I•••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: May 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• S••••••••• I•••	Independent wealth	Jan 13, 2023	n/a	yes	CHERRY HILL, NJ\|Blacksburg, VA	Current employment
H••••• M••• I••••••••• I•••	No RAUM reported	Jan 31, 2017	n/a	yes	SPRINGFIELD, IL\|Blacksburg, VA	Current employment

Relationships

Registered with (2)

→ B•• S••••••••• I•••Registered adviserregistration: current employment
Jan 13, 2023 to presentfactForm ADV
→ H••••• M••• I••••••••• I•••Registered adviserregistration: current employment
Jan 31, 2017 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aa7a92e2-ad93-0a8e-6eb6-71651afe9395
First observed: May 1, 2013
Last observed: Sep 15, 2026 7 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.