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

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RIA / WealthAdvisorCertified Financial Planner31 years in industry

L•• J•••• M•••••

Advisor at M••••• C•••••• M••••••••• I•••

BETHESDA, MD

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Search this name across graphsid dfx:ria:322a3d80-1104-a095-cb8c-74032a53c091

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 21, 1994 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••••• C•••••• M••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 1, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• C•••••• M••••••••• I•••	State registered	Jan 21, 2011	n/a	yes	BETHESDA, MD	Current employment
M••••• C•••••• M••••••••• I•••	State registered	Dec 21, 1994	Nov 12, 2002	no	BETHESDA, MD	Previous registration

Relationships

Registered with (1)

→ M••••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Dec 21, 1994 to Nov 12, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:322a3d80-1104-a095-cb8c-74032a53c091
First observed: Dec 21, 1994
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.