DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)18 years in industry

J•••• B••• F••••••

Advisor at M•• I•••••••• S•••••••• L••

Memphis, TN | Tampa, FL

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Search this name across graphsid dfx:ria:d18046d6-af00-4f03-537f-3431e4519110

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 9, 2008 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•• I•••••••• S•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 25, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Jun 7, 2024	n/a	yes	Memphis, TN\|Tampa, FL	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Aug 10, 2023	Mar 29, 2024	no	GERMANTOWN, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	M•• I•••••••• S•••••••• L••	Mar 29, 2024	Jun 7, 2024	70	Firm change	Ibd to ibd
S••••••• F•••••••• S•••••••• I•••	C••••• I••••••••• A••••••• L••	Aug 10, 2023	Aug 10, 2023

Relationships

Registered with (7)

→ M•• I•••••••• S•••••••• L••Registered adviserregistration: current employment
Jun 7, 2024 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Aug 10, 2023 to Mar 29, 2024factForm ADV
→ S••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jan 14, 2014 to Aug 10, 2023factForm ADV
→ R•••••• J•••• • A••••••••• I•••

Dated events

Occurred
Mar 29, 2024
A•••••• firm change
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d18046d6-af00-4f03-537f-3431e4519110
First observed: Apr 9, 2008
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.