DFX Intelligence

C•••• J•• G••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

C•••• J•• G••••••••

Advisor at B•••••• P•••••••• L••

EAST HAMPTON, NY

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Search this name across graphsid dfx:ria:f031af71-f844-9669-14f1-cb93e84fa0cf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 28, 2006 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: B•••••• P•••••••• L••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Sep 15, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• P•••••••• L••	Former SEC adviser	Jul 15, 2024	n/a	yes	EAST HAMPTON, NY	Current employment
C•••• E••••• A•••• M••••••••• L••	n/a	Sep 28, 2006	Dec 31, 2010	no	SANTA MONICA, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••• E••••• A•••• M••••••••• L••	B•••••• P•••••••• L••	Dec 31, 2010	Jul 15, 2024	4,945	Firm change after gap	Other

Relationships

Registered with (2)

→ B•••••• P•••••••• L••Registered adviserregistration: current employment
Jul 15, 2024 to presentfactForm ADV
→ C•••• E••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Sep 28, 2006 to Dec 31, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f031af71-f844-9669-14f1-cb93e84fa0cf
First observed: Sep 28, 2006
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.