DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

C•••• J••••• M•••

Advisor at M•••• • A••••••••• L••

NEWPORT NEWS, VA | Apex, NC

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Search this name across graphsid dfx:ria:2420fd5a-9305-0448-1a30-f74c98d38ea6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Aug 7, 2023 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•••• • A••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• • A••••••••• L••	Independent wealth	Jun 1, 2026	n/a	yes	NEWPORT NEWS, VA\|Apex, NC	Current employment
C•••••• A••••••• S•••••••• L••	Independent wealth	Mar 17, 2025	Aug 21, 2025	no	DALLAS, TX\|Cary, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• A••••••• S•••••••• L••	M•••• • A••••••••• L••	Aug 21, 2025	Jun 1, 2026	284	Firm change	RIA to RIA
P•••••••• F•••••••• A•••••••	C•••••• A••••••• S•••••••• L••	Feb 27, 2025	Mar 17, 2025

Relationships

Registered with (3)

→ M•••• • A••••••••• L••Registered adviserregistration: current employment
Jun 1, 2026 to presentfactForm ADV
→ C•••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 17, 2025 to Aug 21, 2025factForm ADV
→ P•••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Aug 7, 2023 to Feb 27, 2025factForm ADV

Dated events

Occurred
Aug 21, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 27, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2420fd5a-9305-0448-1a30-f74c98d38ea6
First observed: Aug 7, 2023
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.