DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

J•••• M•••••• O••••

Advisor at E•••• • Y•••• I••••••••• A••••••• L••

TAMPA, FL

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Search this name across graphsid dfx:ria:23b280a6-4020-8c3b-4c05-73ae6e3af70c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 7, 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: E•••• • Y•••• I••••••••• A••••••• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Oct 22, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••• • Y•••• I••••••••• A••••••• L••	No RAUM reported	Nov 25, 2014	n/a	yes	TAMPA, FL	Current employment
C•••••• C•••••• M••••••••• G••••• I•••	Former SEC adviser	Mar 6, 2006	Aug 30, 2006	no	SAN DIEGO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• C•••••• M••••••••• G••••• I•••	E•••• • Y•••• I••••••••• A••••••• L••	Aug 30, 2006	Nov 25, 2014	3,009	Firm change after gap	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C•••••• C•••••• M••••••••• G••••• I•••	Feb 25, 2006

Relationships

Registered with (5)

→ E•••• • Y•••• I••••••••• A••••••• L••Registered adviserregistration: current employment
Nov 25, 2014 to presentfactForm ADV
→ C•••••• C•••••• M••••••••• G••••• I•••Registered adviserregistration: previous registration
Mar 6, 2006 to Aug 30, 2006factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jan 7, 2005 to Feb 25, 2006factForm ADV
→ M••••• S•••••• D• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:23b280a6-4020-8c3b-4c05-73ae6e3af70c
First observed: Oct 7, 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.