DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

M••••••• E•••••••• J•••

Advisor at S••••••• A•••••••

SPOKANE, WA

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Search this name across graphsid dfx:ria:38331424-9dbf-bd2d-2542-945a18f49b0b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 25, 2022 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: S••••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••• A•••••••	State registered	Aug 6, 2026	n/a	yes	SPOKANE, WA	Current employment
S••••• W••••• L••	State registered	Jan 25, 2022	Aug 6, 2026	no	LIBERTY LAKE, WA\|LIBERTY LAKE, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• W••••• L••	S••••••• A•••••••	Aug 6, 2026	Aug 6, 2026	0	Firm change	Other

Relationships

Registered with (2)

→ S••••••• A•••••••Registered adviserregistration: current employment
Aug 6, 2026 to presentfactForm ADV
→ S••••• W••••• L••Registered adviserregistration: previous registration
Jan 25, 2022 to Aug 6, 2026factForm ADV

Dated events

Occurred
Aug 6, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:38331424-9dbf-bd2d-2542-945a18f49b0b
First observed: Jan 25, 2022
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.