DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

M•••••• R••• B••••

Advisor at J•••••• W••••• M•••••••••

CLEVELAND, OH

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Search this name across graphsid dfx:ria:072a017e-f10a-d9a6-ce9c-93becca4bb9f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jun 22, 2010 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: J•••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 11, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•••••• W••••• M•••••••••	Independent wealth	Feb 28, 2024	n/a	yes	CLEVELAND, OH	Current employment
M••••••	Bd affiliated wealth	Mar 8, 2022	Oct 6, 2023	no	Beachwood, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••	J•••••• W••••• M•••••••••	Oct 6, 2023	Feb 28, 2024	145	Firm change	Ibd to RIA
S•••••• F•••••••• G••••• L•••••	M••••••	Feb 22, 2022	Mar 8, 2022

Relationships

Registered with (5)

→ J•••••• W••••• M•••••••••Registered adviserregistration: current employment
Feb 28, 2024 to presentfactForm ADV
→ M••••••Registered adviserregistration: previous registration
Mar 8, 2022 to Oct 6, 2023factForm ADV
→ S•••••• F•••••••• G••••• L•••••Registered adviserregistration: previous registration
Aug 21, 2017 to Feb 22, 2022factForm ADV
→ G••• P••• F•••••••• A•••••••• L••

Dated events

Occurred
Oct 6, 2023
Advisor changed firm
M•••••• R••• B•••• left Mariner for J•••••• W••••• M••••••••• (registered 2024-02-28)
Form ADVobserved 7 days ago
Occurred
Feb 22, 2022
Advisor changed firm
M•••••• R••• B•••• left S•••••• F•••••••• G••••• L••••• for Mariner (registered 2022-03-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:072a017e-f10a-d9a6-ce9c-93becca4bb9f
First observed: Jun 22, 2010
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.