DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor27 years in industry

J••• H••••• M•••••••••

Advisor at M••••••••• W•••••

STAGECOACH, NV

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 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Jun 18, 2001 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••••••••• W•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 2, 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: 8

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••••• W•••••	State registered	Mar 12, 2026	n/a	yes	STAGECOACH, NV	Current employment
M••••••••• W•••••	State registered	Sep 4, 2024	Dec 31, 2025	no	Stagecoach, NV	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••••• W••••• M••••••••• L••	M••••••••• W•••••	Dec 31, 2022	Sep 4, 2024	613	Firm change after gap	Other
L•• F•••••••• L••	M••••••••• W••••• M••••••••• L••	Mar 13, 2015	Apr 2, 2013

Relationships

Registered with (6)

→ M••••••••• W•••••Registered adviserregistration: previous registration
Sep 4, 2024 to Dec 31, 2025factForm ADV
→ M••••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 30, 2021 to Dec 31, 2022factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jul 1, 2009 to Mar 13, 2015factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviser

Dated events

Order

Occurred
31 Dec 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 18, 2001
Last observed: Sep 14, 2026 10 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.