DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

J•••••• W• D••••••

Advisor at M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

JACKSONVILLE, FL

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Search this name across graphsid dfx:ria:27a9a281-79a6-470c-9888-042f75dd6c78

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 21, 2005 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•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Dec 20, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jun 25, 2014	n/a	yes	JACKSONVILLE, FL\|JACKSONVILLE, FL	Current employment
T• A••••••••• I••••••••• M••••••••• L••	Former SEC adviser	Nov 9, 2010	May 20, 2014	no	PONTE VERDA, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T• A••••••••• I••••••••• M••••••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	May 20, 2014	Jun 25, 2014	36	Firm change	Other
T• A••••••••• I•••	T• A••••••••• I••••••••• M••••••••• L••	May 20, 2014	Nov 9, 2010

Relationships

Registered with (4)

→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Dec 21, 2005 to Apr 2, 2009factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Nov 9, 2010 to May 20, 2014factForm ADV
→ T• A••••••••• I•••Registered adviserregistration: previous registration
Oct 15, 2010 to May 20, 2014factForm ADV
→ M•• F•••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27a9a281-79a6-470c-9888-042f75dd6c78
First observed: Dec 21, 2005
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.