DFX Intelligence

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

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RIA / WealthAdvisor17 years in industry

J••• E•••••••• B•••••••

Advisor at M••••• I••••••••• L••

PORT ST LUCIE, FL | Chatham, MA

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Search this name across graphsid dfx:ria:bac60021-0b9e-cd18-a6bc-ad6c44215acd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 5, 2009 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: M••••• I••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 4, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• I••••••••• L••	Independent wealth	Oct 12, 2023	n/a	yes	PORT ST LUCIE, FL\|Chatham, MA	Current employment
J•••••• C•••••• M••••••••• L••	Former SEC adviser	Jan 12, 2010	Jan 3, 2024	no	CHATHAM, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J•••••• C•••••• M••••••••• L••	M••••• I••••••••• L••	Jan 3, 2024	Oct 12, 2023	-83	Firm change after gap	Other
K••••• A•••••••• I•••	J•••••• C•••••• M••••••••• L••	Dec 31, 2009	Jan 12, 2010

Relationships

Registered with (3)

→ M••••• I••••••••• L••Registered adviserregistration: current employment
Oct 12, 2023 to presentfactForm ADV
→ J•••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 12, 2010 to Jan 3, 2024factForm ADV
→ K••••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 5, 2009 to Dec 31, 2009factForm ADV

Dated events

Occurred
Jan 3, 2024
Advisor changed firm
J••• E•••••••• B••••••• left J•••••• C•••••• M••••••••• L•• for M••••• I••••••••• L•• (registered 2023-10-12)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bac60021-0b9e-cd18-a6bc-ad6c44215acd
First observed: Jun 5, 2009
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.