DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst37 years in industry

D••••• B•••••• J••••••

Advisor at M••••••

Bloomfield Hills, MI

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Search this name across graphsid dfx:ria:f6f8545e-f82e-0203-291f-799428ef4b83

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 6, 2010 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••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Aug 1, 2022	n/a	yes	Bloomfield Hills, MI	Current employment
H•••• F•••• W••••• I••	Former SEC adviser	Apr 6, 2010	Oct 14, 2022	no	BLOOMFIELD, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••• F•••• W••••• I••	M••••••	Oct 14, 2022	Aug 1, 2022	-74	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
105668:140195:MI:2022-10-14	Oct 14, 2022	Aug 1, 2022	BLOOMFIELD, MI	Firm change after gap

Relationships

Registered with (2)

→ M••••••Registered adviserregistration: current employment
Aug 1, 2022 to presentfactForm ADV
→ H•••• F•••• W••••• I••Registered adviserregistration: previous registration
Apr 6, 2010 to Oct 14, 2022factForm ADV

Dated events

Occurred
Oct 14, 2022
Advisor changed firm
D••••• B•••••• J•••••• left H•••• F•••• W••••• I•• for Mariner (registered 2022-08-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f6f8545e-f82e-0203-291f-799428ef4b83
First observed: Apr 6, 2010
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.