DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

B•••••• J• B••••

Advisor at M••••••• I••••••••• A•••••••• I•••

INDIANAPOLIS, IN

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Search this name across graphsid dfx:ria:fd0a0f7f-f648-5b67-bf88-a1fc7d854d69

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 8, 2007 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••••••• I••••••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom 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
M••••••• I••••••••• A•••••••• I•••	Independent wealth	Jun 8, 2026	n/a	yes	INDIANAPOLIS, IN	Current employment
S••••• W••••• A•••••••• I•••	No RAUM reported	Jan 3, 2012	Mar 19, 2026	no	INDIANAPOLIS, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• W••••• A•••••••• I•••	M••••••• I••••••••• A•••••••• I•••	Mar 19, 2026	Jun 8, 2026	81	Firm change	Other
C•••••• S••••• • C••• I•••	S••••• W••••• A•••••••• I•••	Dec 31, 2011	Jan 3, 2012

Relationships

Registered with (3)

→ M••••••• I••••••••• A•••••••• I•••Registered adviserregistration: current employment
Jun 8, 2026 to presentfactForm ADV
→ S••••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 3, 2012 to Mar 19, 2026factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Oct 8, 2007 to Dec 31, 2011factForm ADV

Dated events

Occurred
Mar 19, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd0a0f7f-f648-5b67-bf88-a1fc7d854d69
First observed: Oct 8, 2007
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.