DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

E••• J••• B••••••

Advisor at R••••••••• M•••• R••••••• L••

••• Locked

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Search this name across graphsid dfx:ria:bd7e2a48-68e6-5fe2-2339-c84bb4b12e8e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 25, 1996 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: R••••••••• M•••• R••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 25, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••• A•••••••• L••	State registered	Jul 15, 2026	n/a	yes	SPRING LAKE, NJ\|ASBURY PARK, NJ	Current employment
R••••••••• M•••• R••••••• L••	State registered	Jan 12, 2022	n/a	yes	LAKE PLACID, NY	Current employment

Relationships

Registered with (2)

→ R••••• A•••••••• L••Registered adviserregistration: current employment
Jul 15, 2026 to presentfactForm ADV
→ R••••••••• M•••• R••••••• L••Registered adviserregistration: current employment
Jan 12, 2022 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bd7e2a48-68e6-5fe2-2339-c84bb4b12e8e
First observed: Jul 25, 1996
Last observed: Sep 15, 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.