DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)45 years in industry

M••• K•••••• B••••

Advisor at C••••• D•••• A•••• M•••••••••

LUTHERVILLE, MD | BALTIMORE, MD

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Search this name across graphsid dfx:ria:c47ccde5-69df-a075-eb9d-98ae8338cfe0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 26, 2007 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: C••••• D•••• A•••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 31, 1981earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• D•••• A•••• M•••••••••	Independent wealth	Apr 28, 2008	n/a	yes	LUTHERVILLE, MD\|BALTIMORE, MD	Current employment
R•••••• J•••• F•••••••• S•••••••• I•••	n/a	Sep 26, 2007	Apr 28, 2008	no	ELLICOTT CITY, MD\|LUTHERVILLE, MD\|LUTHERVILLE, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S•••••••• I•••	C••••• D•••• A•••• M•••••••••	Apr 28, 2008	Apr 28, 2008	0	Firm change	Other

Relationships

Registered with (2)

→ C••••• D•••• A•••• M•••••••••Registered adviserregistration: current employment
Apr 28, 2008 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Sep 26, 2007 to Apr 28, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c47ccde5-69df-a075-eb9d-98ae8338cfe0
First observed: Sep 26, 2007
Last observed: Sep 15, 2026 7 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.