DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

B•••• J••• E••••

Advisor at B• I••••••••• M•••••••••

FARMINGTON, CT

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Search this name across graphsid dfx:ria:c9e74e3c-6e98-a5ea-8c0b-48e7279315d7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 10, 2003 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: B• I••••••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 3, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B• I••••••••• M•••••••••	State registered	Jan 12, 2017	n/a	yes	FARMINGTON, CT	Current employment
F••••• C•••••• A•••••••• L••	Independent wealth	Dec 21, 2021	Jan 3, 2023	no	Weatogue, CT\|PRAIRIE VILLAGE, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••• C•••••• A•••••••• L••	n/a	Jan 3, 2023	n/a	n/a	Departure no registered destination	Departure
P••••••• S••••••••• I•••	B• I••••••••• M•••••••••	Apr 24, 2013	Apr 4, 2014	345

Relationships

Registered with (4)

→ B• I••••••••• M•••••••••Registered adviserregistration: previous registration
Apr 4, 2014 to Dec 31, 2016factForm ADV
→ F••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 21, 2021 to Jan 3, 2023factForm ADV
→ P••••••• S••••••••• I•••Registered adviserregistration: previous registration
May 24, 2006 to Apr 24, 2013factForm ADV
→ O•••• M••••• I••••••••• A•••••••• I••

Dated events

Occurred
Jan 3, 2023
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c9e74e3c-6e98-a5ea-8c0b-48e7279315d7
First observed: Dec 10, 2003
Last observed: Sep 14, 2026 9 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.