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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

J••• R••••• B•••

Advisor at M•• C•••••• M••••••••• L••

Morris Plains, NJ

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Search this name across graphsid dfx:ria:c0337e51-2330-1996-32f3-033c226d2f88

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 8, 2018 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•• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M•• C•••••• M••••••••• L••	Independent wealth	May 5, 2026	n/a	yes	Morris Plains, NJ	Current employment
C••••••	Independent wealth	Dec 6, 2022	Apr 7, 2026	no	MORRISTOWN, NJ\|MIAMI, FL

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••	M•• C•••••• M••••••••• L••	Apr 7, 2026	May 5, 2026	28	Firm change	RIA to RIA
R•••••••••	C••••••	Mar 31, 2023	Dec 6, 2022

Relationships

Registered with (5)

→ M•• C•••••• M••••••••• L••Registered adviserregistration: current employment
May 5, 2026 to presentfactForm ADV
→ C••••••Registered adviserregistration: previous registration
Dec 6, 2022 to Apr 7, 2026factForm ADV
→ R•••••••••Registered adviserregistration: previous registration
Apr 5, 2022 to Mar 31, 2023factForm ADV
→ A••••• A•• P••••••• S•••••••

Dated events

Occurred
Apr 7, 2026
Advisor changed firm
J••• R••••• B••• left Corient for M•• C•••••• M••••••••• L•• (registered 2026-05-05)
Form ADVobserved 7 days ago
Occurred
Mar 30, 2022
Advisor changed firm
J••• R••••• B••• left A••••• A•• P••••••• S••••••• for Regentatlantic (registered 2022-04-05)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c0337e51-2330-1996-32f3-033c226d2f88
First observed: Jan 8, 2018
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.