M••••• J• T••••

Advisor at U•• F•••••••• S••••••• I•••

••• Locked

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 graphsid dfx:ria:32755a50-6ff0-77a3-c374-7cce3dfeed7c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 7, 2008 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: U•• F•••••••• S••••••• I•••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Oct 6, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
U•• F•••••••• S••••••• I•••	Wirehouse	Feb 1, 2021	n/a	yes	PONTE VEDRA BEACH, FL\|Ponte Vedra Beach, FL	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Oct 6, 2020	Jan 19, 2021	no	JACKSONVILLE, FL

Moves

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From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	U•• F•••••••• S••••••• I•••	Jan 19, 2021	Feb 1, 2021	13	Firm change	Ibd to wirehouse
W•••• F•••• A•••••••	C••••• I••••••••• A••••••• L••	Jun 22, 2017	May 17, 2018

Relationships

Registered with (4)

→ U•• F•••••••• S••••••• I•••Registered adviserregistration: current employment
Feb 1, 2021 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Oct 6, 2020 to Jan 19, 2021factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Sep 10, 2012 to Jun 22, 2017factForm ADV
→ D••••••• B••• S••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:32755a50-6ff0-77a3-c374-7cce3dfeed7c
First observed: Oct 7, 2008
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.