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

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RIA / WealthAdvisorChartered Financial Analyst14 years in industry

J••••• M• R•••••

Advisor at B•••• T•••• W••••• M••••••••• L••

MADISON, WI | Tewksbury, MA

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Search this name across graphsid dfx:ria:d4bf72c2-43fe-6828-ec33-c8ed0da66715

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 14, 2015 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•••• T•••• W••••• M••••••••• L••
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 17, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• T•••• W••••• M••••••••• L••	Mixed wealth	Jan 3, 2022	n/a	yes	Tewksbury, MA\|MADISON, WI	Current employment
M•• A•••• M••••••••• L••	Former SEC adviser	Oct 16, 2017	Dec 10, 2021	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M•• A•••• M••••••••• L••	B•••• T•••• W••••• M••••••••• L••	Dec 10, 2021	Jan 3, 2022	24	Firm change	RIA to RIA
K•••••••• I••••••••• A•••••••• I•••	M•• A•••• M••••••••• L••	Oct 6, 2017

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
133164:167811:MA:2021-12-10	Dec 10, 2021	Jan 3, 2022	TEWKSBURY, MA	Firm change

Relationships

Registered with (3)

→ B•••• T•••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 3, 2022 to presentfactForm ADV
→ M•• A•••• M••••••••• L••Registered adviserregistration: previous registration
Oct 16, 2017 to Dec 10, 2021factForm ADV
→ K•••••••• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Oct 14, 2015 to Oct 6, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d4bf72c2-43fe-6828-ec33-c8ed0da66715
First observed: Oct 14, 2015
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.