DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)35 years in industry

K••••••• A• J••••••

Advisor at J••••• C•••••• M••••••••• L••

PITTSTON, PA | Berwyn, PA

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Search this name across graphsid dfx:ria:3168f0f7-f705-bb0b-9f92-245b092b8a07

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 17, 2007 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: J••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 30, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••••• C•••••• M••••••••• L••	Independent wealth	Sep 19, 2022	n/a	yes	PITTSTON, PA\|Berwyn, PA	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Mar 25, 2017	Sep 26, 2022	no	NEWTOWN SQUARE, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	J••••• C•••••• M••••••••• L••	Sep 26, 2022	Sep 19, 2022	-7	Firm change	Ibd to RIA
M•• F•••••••• S•••••••• I•••	M•• I•••••••• S•••••••• L••	Mar 25, 2017	Mar 25, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
10409:147663:PA:2022-09-21	Sep 26, 2022	Sep 19, 2022	NEWTOWN SQUARE, PA	Firm change

Relationships

Registered with (5)

→ J••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Sep 19, 2022 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 25, 2017 to Sep 26, 2022factForm ADV
→ M•• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Oct 26, 2012 to Mar 25, 2017factForm ADV
→ C••••• A•••••• N••••••• L••

Dated events

Occurred
Sep 26, 2022
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3168f0f7-f705-bb0b-9f92-245b092b8a07
First observed: May 17, 2007
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.