K••• J••• M••••

Advisor at M•••••• I•••••••••

Dublin, OH | Plain City, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphs

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Oct 11, 2002 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: M•••••• I•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• I•••••••••	Independent wealth	Mar 24, 2026	n/a	yes	Dublin, OH\|Plain City, OH	Current employment
C••••••••• I••••••••• A•••••••• L••	Independent wealth	Dec 10, 2024	Feb 4, 2025	no	Plain City, OH\|TAMPA, FL\|Washington, DC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• I••••••••• A•••••••• L••	M•••••• I•••••••••	Feb 4, 2025	Mar 24, 2026	413	Firm change after gap	RIA to RIA
L•• F•••••••• L••	C••••••••• I••••••••• A•••••••• L••	Nov 29, 2024	Dec 10, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
35371:6413:OH:2018-07-06	Jul 6, 2018	Jun 29, 2018	COLUMBUS, OH	Firm change

Relationships

Registered with (5)

→ M•••••• I•••••••••Registered adviserregistration: current employment
Mar 24, 2026 to presentfactForm ADV
→ C••••••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 10, 2024 to Feb 4, 2025factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jun 29, 2018 to Nov 29, 2024factForm ADV
→ O•••• I••••••••• I•••

Dated events

Order

Occurred
4 Feb 2025
Advisor changed firm
••• Locked
Form ADV
Occurred
29 Nov 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 11, 2002
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.