DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

J•••• B•••• M•••••

Advisor at 4••••••• F•••••••• G•••• I•••

SYOSSET, NY

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Search this name across graphsid dfx:ria:cac47bef-f4de-f650-96ce-6382ea4a74dd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 17, 2008 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: 4••••••• F•••••••• G•••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 19, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
4••••••• F•••••••• G•••• I•••	Independent wealth	Jun 1, 2012	n/a	yes	SYOSSET, NY	Current employment
A••••••• P••••••••• A•••••••• I••	Former SEC adviser	Mar 19, 2012	Jul 9, 2012	no	HOLBROOK, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• P••••••••• A•••••••• I••	4••••••• F•••••••• G•••• I•••	Jul 9, 2012	Jun 1, 2012	-38	Firm change after gap	Other
P••• A••••• S••••••••• L••	A••••••• P••••••••• A•••••••• I••	Mar 20, 2012	Mar 19, 2012

Relationships

Registered with (3)

→ 4••••••• F•••••••• G•••• I•••Registered adviserregistration: current employment
Jun 1, 2012 to presentfactForm ADV
→ A••••••• P••••••••• A•••••••• I••Registered adviserregistration: previous registration
Mar 19, 2012 to Jul 9, 2012factForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Jul 17, 2008 to Mar 20, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cac47bef-f4de-f650-96ce-6382ea4a74dd
First observed: Jul 17, 2008
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.