DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

R••••• J•••••••• M•••• J•

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

Altanta, GA | ATLANTA, GA

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:388b5539-4d56-0df3-c3a0-2393e15af915

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 25, 2017 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: Jan 27, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
U•• F•••••••• S••••••• I•••	Wirehouse	Dec 7, 2023	n/a	yes	ATLANTA, GA\|Altanta, GA	Current employment
M••••• S••••••	Wirehouse	Nov 2, 2020	Oct 24, 2023	no	Atlanta, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	U•• F•••••••• S••••••• I•••	Oct 24, 2023	Dec 7, 2023	44	Firm change	Wirehouse to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M••••• S••••••	Oct 30, 2020	Nov 2, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:149777:GA:2020-10-23	Oct 30, 2020	Nov 2, 2020	ATLANTA, GA	Firm change

Relationships

Registered with (3)

→ U•• F•••••••• S••••••• I•••Registered adviserregistration: current employment
Dec 7, 2023 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Nov 2, 2020 to Oct 24, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 25, 2017 to Oct 30, 2020factForm ADV

Dated events

Occurred
Oct 24, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:388b5539-4d56-0df3-c3a0-2393e15af915
First observed: Aug 25, 2017
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.