J••• Z••••••

Advisor at B•••••••• I••••••••• M••••••••• L••

Chicago, IL | PRINCETON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e75892de-2bee-a699-1d7d-c48fbf40282d

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 3
On other graphs: 0
Observed: Aug 1, 2016 to Sep 19, 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•••••••• I••••••••• M••••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• I••••••••• M••••••••• L••	Asset manager	Sep 17, 2026	n/a	yes	Chicago, IL\|PRINCETON, NJ	Current employment

Relationships

Registered with (1)

→ B•••••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Sep 17, 2026 to presentfactForm ADV

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Show 3 bookkeeping events

Occurred
Sep 18, 2026
••• Locked
Occurred
Sep 17, 2026
••• Locked
Occurred
Sep 17, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e75892de-2bee-a699-1d7d-c48fbf40282d
First observed: Aug 1, 2016
Last observed: Sep 19, 2026 4 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.