DFX Intelligence

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

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RIA / WealthAdvisor32 years in industry

J••• G••••• M•••••

Advisor at M••••• I••••••••• M••••••••• L••

LODI, CA

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Search this name across graphsid dfx:ria:0096ac69-bb08-b78f-d16e-f07b96cf5664

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 3, 2002 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••••••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 26, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• I••••••••• M••••••••• L••	State registered	Jun 23, 2026	n/a	yes	LODI, CA	Current employment
O••••••••• S••••••••• I•••	Bd affiliated wealth	Jan 3, 2002	Aug 17, 2021	no	FRESNO, CA\|LODI, CA\|FRONTIER, ND\|GREENWOOD VILLAGE, CO\|FRESNO, CA\|LODI, CA\|Glendora, CA\|INDIANAPOLIS, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••••••• S••••••••• I•••	M••••• I••••••••• M••••••••• L••	Aug 17, 2021	Jun 23, 2026	1,771	Firm change after gap	Ibd to state RIA

Relationships

Registered with (2)

→ M••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Jun 23, 2026 to presentfactForm ADV
→ O••••••••• S••••••••• I•••Registered adviserregistration: previous registration
Jan 3, 2002 to Aug 17, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0096ac69-bb08-b78f-d16e-f07b96cf5664
First observed: Jan 3, 2002
Last observed: Sep 14, 2026 9 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.