DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

J•••••• M•••• L•••

Advisor at B••• A•••••••

MONTGOMERYVILLE, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 7, 2012 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••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 16, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• A•••••••	Independent wealth	Feb 26, 2026	n/a	yes	MONTGOMERYVILLE, PA	Current employment
C••••••••• A••••••• A•••• M••••••••• L••	Other adviser	Oct 15, 2013	Aug 21, 2024	no	BETHLEHEM, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• A••••••• A•••• M••••••••• L••	B••• A•••••••	Aug 21, 2024	Feb 26, 2026	554	Firm change after gap	Other
C••••••••• I••••••••• I••••••••• L••	C••••••••• A••••••• A•••• M••••••••• L••	Dec 31, 2017	Oct 15, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
44664:138638:PA:2017-12-31	Dec 31, 2017	Oct 15, 2013	BETHLEHEM, PA	Firm change after gap

Relationships

Registered with (3)

→ B••• A•••••••Registered adviserregistration: current employment
Feb 26, 2026 to presentfactForm ADV
→ C••••••••• A••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Oct 15, 2013 to Aug 21, 2024factForm ADV
→ C••••••••• I••••••••• I••••••••• L••Registered adviserregistration: previous registration
Aug 7, 2012 to Dec 31, 2017factForm ADV

Dated events

Occurred
Aug 21, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 7, 2012
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.