DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)39 years in industry

B•••• J••••• D••••••

Advisor at B••••••••• A•••• M••••••••• L••

Southampton, PA | JUPITER, FL

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Search this name across graphsid dfx:ria:fe070647-5baa-b848-e735-b1955248c753

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 14, 2008 to Sep 15, 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•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom 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••••••••• A•••• M••••••••• L••	Independent wealth	Sep 6, 2024	n/a	yes	JUPITER, FL\|Southampton, PA	Current employment
C•••••••• F•••••••• G•••• A•••••••	Former SEC adviser	Nov 14, 2008	Sep 24, 2024	no	NEWTON, PA\|Huntingdon, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• F•••••••• G•••• A•••••••	B••••••••• A•••• M••••••••• L••	Sep 24, 2024	Sep 6, 2024	-18	Firm change	Ibd to ibd

Relationships

Registered with (2)

→ B••••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Sep 6, 2024 to presentfactForm ADV
→ C•••••••• F•••••••• G•••• A•••••••Registered adviserregistration: previous registration
Nov 14, 2008 to Sep 24, 2024factForm ADV

Dated events

Occurred
Sep 24, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fe070647-5baa-b848-e735-b1955248c753
First observed: Nov 14, 2008
Last observed: Sep 15, 2026 7 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.