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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

C••••••••• J••• T•••••

Advisor at M••••• S••••••

Sarasota, FL

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Search this name across graphsid dfx:ria:0f15a21c-b0ce-6674-4188-06e7d7f0fcd1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 24, 2000 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••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Apr 24, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	May 1, 2021	n/a	yes	Sarasota, FL	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Oct 20, 2009	May 4, 2021	no	SARASOTA, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M••••• S••••••	May 4, 2021	May 1, 2021	-3	Firm change	Wirehouse to wirehouse
W•••• F•••• A•••••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Oct 14, 2009	Oct 20, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:149777:FL:2021-05-03	May 4, 2021	May 1, 2021	SARASOTA, FL	Firm change

Relationships

Registered with (4)

→ M••••• S••••••Registered adviserregistration: current employment
May 1, 2021 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 20, 2009 to May 4, 2021factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jul 1, 2003 to Oct 14, 2009factForm ADV
→ P••••••••• E••••• G••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0f15a21c-b0ce-6674-4188-06e7d7f0fcd1
First observed: Apr 24, 2000
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.