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

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RIA / WealthAdvisorCertified Financial Planner45 years in industry

J•••• B• M••••••

Advisor at C•••••••

Bethlehem, PA

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Search this name across graphsid dfx:ria:f9133edc-2ab2-506d-f2bb-d8a17d438265

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 29, 1998 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: C•••••••
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 27, 1981earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

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
C•••••••	Institutional manager	Apr 29, 2019	n/a	yes	Bethlehem, PA	Current employment
6• W••• A•••••••• L••	Former SEC adviser	Mar 11, 2017	May 23, 2019	no	BETHLEHEM, PA

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••••••• B••• • A••••••••• I•••	6• W••• A•••••••• L••	Sep 30, 2019	Mar 11, 2017	-933	Firm change after gap	Other
6• W••• A•••••••• L••	C•••••••	May 23, 2019

Relationships

Registered with (3)

→ C•••••••Registered adviserregistration: current employment
Apr 29, 2019 to presentfactForm ADV
→ M••••••• B••• • A••••••••• I•••Registered adviserregistration: previous registration
Jan 29, 1998 to Sep 30, 2019factForm ADV
→ 6• W••• A•••••••• L••Registered adviserregistration: previous registration
Mar 11, 2017 to May 23, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f9133edc-2ab2-506d-f2bb-d8a17d438265
First observed: Jan 29, 1998
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.