DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

M•••• J••••• C•••••

Advisor at V••••• W••••• M•••••••• I•••

Coral Gables, FL | PARAMUS, NJ

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Search this name across graphsid dfx:ria:2fc91531-1d0d-e77c-201a-0da5df6c43c4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 4, 2014 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: V••••• W••••• M•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 15, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• W••••• M•••••••• I•••	Independent wealth	Aug 8, 2023	n/a	yes	Coral Gables, FL\|PARAMUS, NJ	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Oct 18, 2021	Jul 31, 2023	no	CORAL GABLES, FL\|TALLAHASSEE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	V••••• W••••• M•••••••• I•••	Jul 31, 2023	Aug 8, 2023	8	Firm change	Wirehouse to RIA
T••••• A••••••• S•••••••• I•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Oct 15, 2021

Relationships

Registered with (6)

→ V••••• W••••• M•••••••• I•••Registered adviserregistration: current employment
Aug 8, 2023 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 18, 2021 to Jul 31, 2023factForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 17, 2021 to Oct 15, 2021factForm ADV
→ B••• S••••••••• L••

Dated events

Occurred
Jul 31, 2023
Advisor changed firm
M•••• J••••• C••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for V••••• W••••• M•••••••• I••• (registered 2023-08-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2fc91531-1d0d-e77c-201a-0da5df6c43c4
First observed: Apr 4, 2014
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.