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

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RIA / WealthAdvisor20 years in industry

J•••• M•••• R••••••

Advisor at N•••••••• F•••••••• C••••••••• I•••

CONSHOHOCKEN, PA

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Search this name across graphsid dfx:ria:0001cab1-5b6f-fb68-3f07-03c2d773166c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 2, 2006 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: N•••••••• F•••••••• C••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 25, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N•••••••• F•••••••• C••••••••• I•••	Independent wealth	Jun 4, 2008	n/a	yes	CONSHOHOCKEN, PA	Current employment
L••••••• W••••• M•••••••••	Independent wealth	Jan 2, 2018	Dec 31, 2018	no	Conshohocken, PA\|ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••••• W••••• M•••••••••	n/a	Dec 31, 2018	n/a	n/a	Departure no registered destination	Departure
C•••••••• I••••••••• R••••••• A•••••••• I•••	N•••••••• F•••••••• C••••••••• I•••	Sep 17, 2010	Jun 4, 2008	-835

Relationships

Registered with (4)

→ N•••••••• F•••••••• C••••••••• I•••Registered adviserregistration: current employment
Jun 4, 2008 to presentfactForm ADV
→ L••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 2, 2018 to Dec 31, 2018factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 10, 2008 to Sep 17, 2010factForm ADV
→ C••••••••• F•••••••• N••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0001cab1-5b6f-fb68-3f07-03c2d773166c
First observed: Oct 2, 2006
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.