DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

B•••••• J• B•••••

Advisor at M••••• S••••••

Westlake Village, CA | Dallas, TX

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Search this name across graphsid dfx:ria:c6551bd8-60a1-3e56-d2df-1f88fa7153a7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 5, 2019 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: M••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: May 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: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Mar 17, 2026	n/a	yes	Westlake Village, CA\|Dallas, TX	Current employment
T•••• C•••••• B••• P•••••• W••••• A•••••••	Independent wealth	Jan 5, 2023	Feb 26, 2026	no	DALLAS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••• C•••••• B••• P•••••• W••••• A•••••••	M••••• S••••••	Feb 26, 2026	Mar 17, 2026	19	Firm change	RIA to wirehouse
T•• M••••• G••••• L••	T•••• C•••••• B••• P•••••• W••••• A•••••••	Dec 22, 2021	Jan 5, 2023

Relationships

Registered with (4)

→ M••••• S••••••Registered adviserregistration: current employment
Mar 17, 2026 to presentfactForm ADV
→ T•••• C•••••• B••• P•••••• W••••• A•••••••Registered adviserregistration: previous registration
Jan 5, 2023 to Feb 26, 2026factForm ADV
→ T•• M••••• G••••• L••Registered adviserregistration: previous registration
Jul 21, 2021 to Dec 22, 2021factForm ADV
→ M•••• L••• • W•••••• L••

Dated events

Occurred
Feb 26, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c6551bd8-60a1-3e56-d2df-1f88fa7153a7
First observed: Nov 5, 2019
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.