DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

J••••• L••• V•••••

Advisor at M•••••••• W••••• M•••••••••

TEMPE, AZ

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Search this name across graphsid dfx:ria:1ff77fab-75b4-f4f6-89d2-c525ada33905

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Aug 25, 2016 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•••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••••• W••••• M•••••••••	Independent wealth	Aug 23, 2024	n/a	yes	TEMPE, AZ	Current employment
F•••• A••••••• N•••••••• L••	Independent wealth	Mar 6, 2024	Oct 1, 2024	no	Apache Junction, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• A••••••• N•••••••• L••	M•••••••• W••••• M•••••••••	Oct 1, 2024	Aug 23, 2024	-39	Firm change after gap	RIA to new firm
P•••• S••••••••• L••	F•••• A••••••• N•••••••• L••	Feb 2, 2024	Mar 6, 2024

Relationships

Registered with (4)

→ M•••••••• W••••• M•••••••••Registered adviserregistration: current employment
Aug 23, 2024 to presentfactForm ADV
→ F•••• A••••••• N•••••••• L••Registered adviserregistration: previous registration
Mar 6, 2024 to Oct 1, 2024factForm ADV
→ P•••• S••••••••• L••Registered adviserregistration: previous registration
Nov 15, 2022 to Feb 2, 2024factForm ADV
→ A••••••••• F•••••••• S•••••••• L••

Dated events

Occurred
Oct 1, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Feb 2, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Nov 10, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1ff77fab-75b4-f4f6-89d2-c525ada33905
First observed: Aug 25, 2016
Last observed: Sep 14, 2026 9 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.