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

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RIA / WealthAdvisorCertified Financial Planner27 years in industry

M••••••• J••••••• B••••

Advisor at 1••• C•••••• P•••••••• L••

Narberth, PA

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Search this name across graphsid dfx:ria:d4d29616-1540-fd71-c9ee-42113211dc66

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Nov 30, 2001 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: 1••• C•••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 27, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom 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
1••• C•••••• P•••••••• L••	Independent wealth	Apr 1, 2024	n/a	yes	Narberth, PA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Aug 14, 2014	Sep 25, 2015	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
L•• F•••••••• L••	1••• C•••••• P•••••••• L••	Sep 25, 2015	Apr 1, 2024	3,111	Firm change after gap	Other
I•• R•••••• A••••••• I••	A••••••• F•••••••• M••••••••• G••••• L•••	Aug 12, 2010

Relationships

Registered with (6)

→ 1••• C•••••• P•••••••• L••Registered adviserregistration: current employment
Apr 1, 2024 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Aug 14, 2014 to Sep 25, 2015factForm ADV
→ I•• R•••••• A••••••• I••Registered adviserregistration: previous registration
Jul 1, 2010 to Aug 12, 2010factForm ADV
→ A••••••• F•••••••• M••••••••• G••••• L•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d4d29616-1540-fd71-c9ee-42113211dc66
First observed: Nov 30, 2001
Last observed: Sep 14, 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.