DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

M•••••• P•••••• J•••••

Advisor at M••••••

Downers Grove, IL | Oakbrook Terrace, IL

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Search this name across graphsid dfx:ria:326ff9d4-ccc0-226c-64c8-2c3670390977

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 17, 2023 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••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Jun 16, 2025	n/a	yes	Downers Grove, IL\|Oakbrook Terrace, IL	Current employment
G•• W••••• M•••••••••	Independent wealth	Jul 22, 2024	May 19, 2025	no	FLOWER MOUND, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•• W••••• M•••••••••	M••••••	May 19, 2025	Jun 16, 2025	28	Firm change	RIA to ibd
E•••••••• A•••••••• L••	G•• W••••• M•••••••••	Jul 2, 2024	Jul 22, 2024

Relationships

Registered with (3)

→ M••••••Registered adviserregistration: current employment
Jun 16, 2025 to presentfactForm ADV
→ G•• W••••• M•••••••••Registered adviserregistration: previous registration
Jul 22, 2024 to May 19, 2025factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 17, 2023 to Jul 2, 2024factForm ADV

Dated events

Occurred
May 19, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 2, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:326ff9d4-ccc0-226c-64c8-2c3670390977
First observed: Oct 17, 2023
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.