DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

J••••• T•••••• N•••

Advisor at M••••••• W••••• P•••••• C••••• G••••• L••

RYE, NH

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Search this name across graphsid dfx:ria:0266803d-f0da-55b2-dd8d-eb178897fca0

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Mar 2, 2019 to Sep 18, 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••••••• W••••• P•••••• C••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• W••••• P•••••• C••••• G••••• L••	Independent wealth	Nov 12, 2025	n/a	yes	RYE, NH	Current employment
M•• C•••••• M••••••••• L••	Independent wealth	Apr 19, 2024	Aug 4, 2025	no	CLEVELAND, OH\|Newmarket, NH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• C•••••• M••••••••• L••	M••••••• W••••• P•••••• C••••• G••••• L••	Aug 4, 2025	Nov 12, 2025	100	Firm change	RIA to RIA
T•• W••••• C••••••••• G••••	M•• C•••••• M••••••••• L••	Apr 16, 2024	Apr 19, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
282163:109771:NH:2020-10-01	Oct 1, 2020	Sep 25, 2019	HAMPTON, NH	Firm change after gap

Relationships

Registered with (6)

→ M••••••• W••••• P•••••• C••••• G••••• L••Registered adviserregistration: current employment
Nov 12, 2025 to presentfactForm ADV
→ M•• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 19, 2024 to Aug 4, 2025factForm ADV
→ T•• W••••• C••••••••• G••••Registered adviserregistration: previous registration
Aug 31, 2022 to Apr 16, 2024factForm ADV
→ N•••••• A•••••••

Dated events

Occurred
Aug 4, 2025
Advisor changed firm
J••••• T•••••• N••• left M•• C•••••• M••••••••• L•• for M••••••• W••••• P•••••• C••••• G••••• L•• (registered 2025-11-12)
Form ADVobserved 7 days ago
Occurred
Apr 16, 2024
Advisor changed firm
J••••• T•••••• N••• left T•• W••••• C••••••••• G•••• for M•• C•••••• M••••••••• L•• (registered 2024-04-19)
Form ADVobserved 7 days ago
Occurred
Aug 10, 2022
Advisor changed firm
J••••• T•••••• N••• left N•••••• A••••••• for T•• W••••• C••••••••• G•••• (registered 2022-08-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0266803d-f0da-55b2-dd8d-eb178897fca0
First observed: Mar 2, 2019
Last observed: Sep 18, 2026 4 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.