DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

J••••• R••• W•••••

Advisor at M••••••••• • A•••••••••

ORCHARD PARK, NY | Orchard Park, NY

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Search this name across graphsid dfx:ria:098d0a4e-603a-584b-0a8e-949e9e565186

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 1, 2012 to Sep 15, 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••••••••• • A•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••••• • A•••••••••	Independent wealth	Sep 25, 2025	n/a	yes	ORCHARD PARK, NY	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Jun 17, 2025	n/a	yes	Orchard Park, NY	Current employment

Relationships

Registered with (2)

→ M••••••••• • A•••••••••Registered adviserregistration: current employment
Sep 25, 2025 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: current employment
Jun 17, 2025 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:098d0a4e-603a-584b-0a8e-949e9e565186
First observed: Sep 1, 2012
Last observed: Sep 15, 2026 7 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.