DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

J•••• D•••• J••••

Advisor at M•• W••••• M•••••••••

SUGARLAND, TX | PEARLAND, TX

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Search this name across graphsid dfx:ria:115328a7-d776-83a7-d693-f0ba1d47f3a3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 13, 2015 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•• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• W••••• M•••••••••	State registered	Jan 1, 2013	n/a	yes	SUGARLAND, TX\|PEARLAND, TX	Current employment
S•••••• F•••••••• L••	n/a	Oct 13, 2015	Aug 2, 2018	no	Pearland, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• F•••••••• L••	n/a	Aug 2, 2018	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ M•• W••••• M•••••••••Registered adviserregistration: current employment
Jan 1, 2013 to presentfactForm ADV
→ S•••••• F•••••••• L••Registered adviserregistration: previous registration
Oct 13, 2015 to Aug 2, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:115328a7-d776-83a7-d693-f0ba1d47f3a3
First observed: Oct 13, 2015
Last observed: Sep 15, 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.