DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

M•••••• J•• A••••••

Advisor at C••••••• S••••• I••••••••• C••••••• L••

LANCASTER, PA

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Search this name across graphsid dfx:ria:2fbea3ff-d485-b494-0953-d816223def10

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 28, 2019 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: C••••••• S••••• I••••••••• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• S••••• I••••••••• C••••••• L••	Independent wealth	Oct 10, 2022	n/a	yes	LANCASTER, PA	Current employment
V••••••• A•••••••• I•••	Bd affiliated wealth	Jul 19, 2021	Sep 26, 2022	no	Malvern, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••••• A•••••••• I•••	C••••••• S••••• I••••••••• C••••••• L••	Sep 26, 2022	Oct 10, 2022	14	Firm change	Ibd to RIA
A••••••••• F•••••••• S•••••••• L••	V••••••• A•••••••• I•••	May 24, 2021	Jul 19, 2021

Relationships

Registered with (3)

→ C••••••• S••••• I••••••••• C••••••• L••Registered adviserregistration: current employment
Oct 10, 2022 to presentfactForm ADV
→ V••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jul 19, 2021 to Sep 26, 2022factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 28, 2019 to May 24, 2021factForm ADV

Dated events

Occurred
Sep 26, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2fbea3ff-d485-b494-0953-d816223def10
First observed: Aug 28, 2019
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.