DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)14 years in industry

M•••••• J••••• A••••••••

Advisor at B•••••••• I••••••••• M••••••••• L••

Pittsburgh, PA | PRINCETON, NJ

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Search this name across graphsid dfx:ria:cf47a024-40f4-edf3-1358-f9de9f80bf85

Data as of Sep 15, 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: 2
Dated events: 0
On other graphs: 0
Observed: Feb 29, 2012 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: B•••••••• I••••••••• M••••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Feb 27, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• I••••••••• M••••••••• L••	Asset manager	Mar 21, 2025	n/a	yes	Pittsburgh, PA\|PRINCETON, NJ	Current employment
W•••• F•••••••• G••••	Former SEC adviser	Feb 29, 2012	Jul 10, 2013	no	RICHMOND, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••••••• G••••	B•••••••• I••••••••• M••••••••• L••	Jul 10, 2013	Mar 21, 2025	4,272	Firm change after gap	Other

Relationships

Registered with (2)

→ B•••••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Mar 21, 2025 to presentfactForm ADV
→ W•••• F•••••••• G••••Registered adviserregistration: previous registration
Feb 29, 2012 to Jul 10, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cf47a024-40f4-edf3-1358-f9de9f80bf85
First observed: Feb 29, 2012
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.