DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

M•••••• A•••• J•••••

Advisor at B••••• G••••• A•••••• N••••••• L••

MIramar, FL | ATLANTA, GA

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Search this name across graphsid dfx:ria:ae0e9f6b-0ee4-996e-3032-311725032368

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 24, 2016 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••••• G••••• A•••••• N••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 31, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• G••••• A•••••• N••••••• L••	Independent wealth	Sep 8, 2023	n/a	yes	MIramar, FL\|ATLANTA, GA	Current employment
S••••••• W••••• U••	Independent wealth	May 12, 2021	Sep 8, 2023	no	HOUSTON, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••• W••••• U••	B••••• G••••• A•••••• N••••••• L••	Sep 8, 2023	Sep 8, 2023	0	Firm change	RIA to RIA
B••••• G••••• A•••••• N••••••• L••	S••••••• W••••• U••	Apr 30, 2021	May 12, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
313358:288833:TX:2023-09-08	Sep 8, 2023	Sep 8, 2023	HOUSTON, TX	Firm change
288833:313358:FL:2021-04-28	Apr 30, 2021	May 12, 2021	MIAMI, FL	Firm change
155775:288833:FL:2017-05-01	May 1, 2017	Jul 11, 2017	MIAMI, FL	Firm change

Relationships

Registered with (3)

→ B••••• G••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
Jul 11, 2017 to Apr 30, 2021factForm ADV
→ S••••••• W••••• U••Registered adviserregistration: previous registration
May 12, 2021 to Sep 8, 2023factForm ADV
→ B•••• A••••••• U••• I•••Registered adviserregistration: previous registration
Aug 24, 2016 to May 1, 2017factForm ADV

Dated events

Occurred
Sep 8, 2023
A•••••• firm change
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ae0e9f6b-0ee4-996e-3032-311725032368
First observed: Aug 24, 2016
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.