DFX Intelligence

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

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RIA / WealthAdvisor31 years in industry

J•••• M•••••• F•••••

Advisor at M••••• C•• A•• A•••••••

NORFOLK, NE

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Search this name across graphsid dfx:ria:23ae413a-5466-3755-c362-f1d863e04451

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 1, 1994 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••••• C•• A•• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 26derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• M•••••••••	Mixed wealth	Apr 12, 2006	n/a	yes	NORFOLK, NE	Current employment
M••••• C•• A•• A•••••••	Independent wealth	Oct 7, 1999	n/a	yes	NORFOLK, NE	Current employment

Relationships

Registered with (2)

→ W••••• M•••••••••Registered adviserregistration: current employment
Apr 12, 2006 to presentfactForm ADV
→ M••••• C•• A•• A•••••••Registered adviserregistration: current employment
Oct 7, 1999 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:23ae413a-5466-3755-c362-f1d863e04451
First observed: Dec 1, 1994
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.