DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst37 years in industry

D••••••• J••• M••••

Advisor at M••••• D••••••• J•••

CENTENNIAL, CO

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Search this name across graphsid dfx:ria:3a98de3f-5dee-d82d-bfd9-5ba2fe8cfcbb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 1, 1999 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••••• D••••••• J•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 1, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 23derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• D••••••• J•••	State registered	Jan 3, 2003	n/a	yes	CENTENNIAL, CO	Current employment
R••••• W•••••• C•••••	n/a	Jul 24, 2003	Dec 31, 2005	no	GOLDEN, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• A•••• M••••••••• C•••	M••••• D••••••• J•••	Jun 30, 2010	Jan 3, 2003	-2,735	Firm change after gap	Other
R••••• W•••••• C•••••	n/a	Dec 31, 2005	n/a	n/a

Relationships

Registered with (3)

→ M••••• D••••••• J•••Registered adviserregistration: current employment
Jan 3, 2003 to presentfactForm ADV
→ P•• A•••• M••••••••• C•••Registered adviserregistration: previous registration
Jan 1, 1999 to Jun 30, 2010factForm ADV
→ R••••• W•••••• C•••••Registered adviserregistration: previous registration
Jul 24, 2003 to Dec 31, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3a98de3f-5dee-d82d-bfd9-5ba2fe8cfcbb
First observed: Jan 1, 1999
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.