DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant32 years in industry

J•• M•••••• B••••

Advisor at F•••• P••••••• W•••••• L••

Scottsdale, AZ

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Search this name across graphsid dfx:ria:b2807788-99e4-c51d-ab1e-f66274c87b32

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 22, 2024 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 7, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom 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
F•••• P••••••• W•••••• L••	Independent wealth	Oct 2, 2025	n/a	yes	Scottsdale, AZ	Current employment
S••••• I••••••••• M•••••••••	Former SEC adviser	Oct 22, 2024	Oct 23, 2025	no	Scottsdale, AZ\|TUCSON, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• I••••••••• M•••••••••	F•••• P••••••• W•••••• L••	Oct 23, 2025	Oct 2, 2025	-21	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
315312:159289:AZ:2025-10-23	Oct 23, 2025	Oct 2, 2025	TUCSON, AZ	Firm change

Relationships

Registered with (2)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Oct 2, 2025 to presentfactForm ADV
→ S••••• I••••••••• M•••••••••Registered adviserregistration: previous registration
Oct 22, 2024 to Oct 23, 2025factForm ADV

Dated events

Occurred
Oct 23, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b2807788-99e4-c51d-ab1e-f66274c87b32
First observed: Oct 22, 2024
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.