DFX Intelligence

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

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RIA / WealthAdvisor31 years in industry

J•• M•••••• M•••••

Advisor at L••• W••••• M•••••••••

DALLAS, TX | ROUND ROCK, TX

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Search this name across graphsid dfx:ria:2a4a7966-0269-f264-465e-5a8aac5ea912

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 3, 2008 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: L••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 2, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••• W••••• M•••••••••	Independent wealth	Dec 20, 2018	n/a	yes	ROUND ROCK, TX\|DALLAS, TX	Current employment
L••• W••••• M•••••••••	Independent wealth	Aug 21, 2014	May 24, 2018	no	DALLAS, TX\|ROUND ROCK, TX\|Round Rock, TX\|Round Rock, TX\|DALLAS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• F•••••••• P•••••••• L••	L••• W••••• M•••••••••	Oct 6, 2014	Aug 21, 2014	-46	Firm change after gap	Other
V••• F•••••••• A•••••••• I•••	P•••••••• F•••••••• P•••••••• L••	Apr 30, 2010	Apr 28, 2010

Relationships

Registered with (3)

→ L••• W••••• M•••••••••Registered adviserregistration: previous registration
Aug 21, 2014 to May 24, 2018factForm ADV
→ P•••••••• F•••••••• P•••••••• L••Registered adviserregistration: previous registration
Apr 28, 2010 to Oct 6, 2014factForm ADV
→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 3, 2008 to Apr 30, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2a4a7966-0269-f264-465e-5a8aac5ea912
First observed: Jun 3, 2008
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.