DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

J•••••• M•••••• F•••••••• R• S•••••••

Advisor at R•••• I••••••••• A•••••••

Naples, FL | WASHINGTON, DC

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Search this name across graphsid dfx:ria:095c1af0-9a55-13f7-fa2c-4b8f110bd0ff

Data as of Sep 14, 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: 3
Dated events: 1
On other graphs: 0
Observed: Apr 5, 2023 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: R•••• I••••••••• A•••••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Jul 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••• I••••••••• A•••••••	Other adviser	Apr 6, 2026	n/a	yes	Naples, FL\|WASHINGTON, DC	Current employment
S•••••••• A••••••• L••	National bd RIA	Mar 31, 2025	Mar 3, 2026	no	NAPLES, FL\|NAPLES, FL\|NAPLES, FL\|BOSTON, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A••••••• L••	R•••• I••••••••• A•••••••	Mar 3, 2026	Apr 6, 2026	34	Firm change	Other
F••••••• P••••••• A•• W•••••••• A•••••••	S•••••••• A••••••• L••	Mar 31, 2025	Mar 31, 2025

Relationships

Registered with (3)

→ R•••• I••••••••• A•••••••Registered adviserregistration: current employment
Apr 6, 2026 to presentfactForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Mar 31, 2025 to Mar 3, 2026factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Apr 5, 2023 to Mar 31, 2025factForm ADV

Dated events

Occurred
Mar 3, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:095c1af0-9a55-13f7-fa2c-4b8f110bd0ff
First observed: Apr 5, 2023
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.