DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

M•••••• J•••• B•••••••••

Advisor at C•• C•••••• P••••••• L••

NEWPORT BEACH, CA | Austin, TX

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Search this name across graphsid dfx:ria:d95b6058-709a-636b-cc86-fcaf46b56ece

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Mar 1, 2007 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

M•••••• J•••• B•••••••••

Real estate principal · key crd individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C•• C•••••• P••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•• C•••••• P••••••• L••	Asset manager	Apr 22, 2016	n/a	yes	Austin, TX\|NEWPORT BEACH, CA	Current employment
C•• I•••••••••	State registered	Apr 12, 2016	n/a	yes	NEWPORT BEACH, CA\|NEWPORT BEACH, CA\|Austin, TX\|Austin, TX	Current employment

Relationships

Registered with (2)

→ C•• C•••••• P••••••• L••Registered adviserregistration: current employment
Apr 22, 2016 to presentfactForm ADV
→ C•• I•••••••••Registered adviserregistration: current employment
Apr 12, 2016 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d95b6058-709a-636b-cc86-fcaf46b56ece
First observed: Mar 1, 2007
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.