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

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RIA / WealthAdvisorChartered Financial Analyst31 years in industry

D•••••• J••• B•••••

Advisor at M•• C•••••• M••••••••• L••

CLEVELAND, OH

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Search this name across graphsid dfx:ria:daa909e6-e27d-25e3-179e-fc54e86f58bf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 27, 2004 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: M•• C•••••• M••••••••• 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: Jul 7, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 16derivedfrom 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
M•• C•••••• M••••••••• L••	Independent wealth	Mar 3, 2010	n/a	yes	CLEVELAND, OH	Current employment
M••• S••••• I••••••••• M••••••••• L••	n/a	Apr 27, 2004	Mar 24, 2011	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••• S••••• I••••••••• M••••••••• L••	M•• C•••••• M••••••••• L••	Mar 24, 2011	Mar 3, 2010	-386	Firm change after gap	Other

Relationships

Registered with (2)

→ M•• C•••••• M••••••••• L••Registered adviserregistration: current employment
Mar 3, 2010 to presentfactForm ADV
→ M••• S••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 27, 2004 to Mar 24, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:daa909e6-e27d-25e3-179e-fc54e86f58bf
First observed: Apr 27, 2004
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.