DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant11 years in industry

J••••• M•••••••

Advisor at G•••• J••••••• W••••• A•••••••

••• Locked

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Search this name across graphsid dfx:ria:26d0ad79-743c-df96-6329-1b1a3a8e3d51

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 14, 2016 to Sep 15, 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: G•••• J••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Dec 22, 2025	n/a	yes	KENSINGTON, MD\|DENVER, CO	Current employment
G•••• J••••••• W••••• A•••••••	Independent wealth	Jun 9, 2023	n/a	yes	Rockville, MD\|OWINGS MILLS, MD	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	G•••• J••••••• W••••• A•••••••	May 22, 2023	Jun 9, 2023	18	Firm change	Wirehouse to RIA
E•••••• F•••••••• E••••••	U•• F•••••••• S••••••• I•••	May 23, 2019	May 29, 2020

Relationships

Registered with (6)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Dec 22, 2025 to presentfactForm ADV
→ G•••• J••••••• W••••• A•••••••Registered adviserregistration: current employment
Jun 9, 2023 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
May 29, 2020 to May 22, 2023factForm ADV
→ E•••••• F•••••••• E••••••

Dated events

Occurred
May 22, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:26d0ad79-743c-df96-6329-1b1a3a8e3d51
First observed: Apr 14, 2016
Last observed: Sep 15, 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.