DFX Intelligence

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

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RIA / WealthAdvisor33 years in industry

J••• A•••• B•••••••••

Advisor at P•••••••• M•••••• L••

BONITA SPRINGS, FL

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Search this name across graphsid dfx:ria:ad790638-259b-d277-81e6-8456653b0b04

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 13, 2017 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: P•••••••• M•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 24, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••••• M•••••• L••	Independent wealth	Jan 1, 2026	n/a	yes	BONITA SPRINGS, FL	Current employment
H••••• I••••••••• M••••••••• L••	Independent wealth	Sep 13, 2017	Jan 30, 2019	no	Irvine, CA\|CINCINNATI, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••• I••••••••• M••••••••• L••	P•••••••• M•••••• L••	Jan 30, 2019	Jan 1, 2026	2,528	Firm change after gap	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
119880:145958:OH:2019-01-30	Jan 30, 2019	Jan 1, 2026	CINCINNATI, OH	Firm change after gap

Relationships

Registered with (2)

→ P•••••••• M•••••• L••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ H••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 13, 2017 to Jan 30, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ad790638-259b-d277-81e6-8456653b0b04
First observed: Sep 13, 2017
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.