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

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RIA / WealthAdvisor28 years in industry

J•••• J•••• M•••••••

Advisor at W••• W••••• M••••••••• L••

Ft. Lauderdale, FL | NEW YORK, NY

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Search this name across graphsid dfx:ria:1dd7d9da-4d49-f6de-057c-4db5a9fbf637

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 27, 2002 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: W••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 29, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
W••• W••••• M••••••••• L••	Independent wealth	Apr 1, 2022	n/a	yes	NEW YORK, NY\|Ft. Lauderdale, FL	Current employment
H••••••••• G•••• E••••• • R••••••••• S•••••••••	Former SEC adviser	Apr 2, 2015	Mar 27, 2018	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••••• G•••• E••••• • R••••••••• S•••••••••	W••• W••••• M••••••••• L••	Mar 27, 2018	Apr 1, 2022	1,466	Firm change after gap	Other
V•••• C••••••• I•••	C••••• A•••••• N••••••• L••	Oct 7, 2015

Relationships

Registered with (6)

→ W••• W••••• M••••••••• L••Registered adviserregistration: current employment
Apr 1, 2022 to presentfactForm ADV
→ H••••••••• G•••• E••••• • R••••••••• S•••••••••Registered adviserregistration: previous registration
Apr 2, 2015 to Mar 27, 2018factForm ADV
→ V•••• C••••••• I•••Registered adviserregistration: previous registration
Aug 2, 2011 to Oct 7, 2015factForm ADV
→ C••••• A•••••• N••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1dd7d9da-4d49-f6de-057c-4db5a9fbf637
First observed: Feb 27, 2002
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.