DFX Intelligence

W•••••• F•••••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)41 years in industry

W•••••• F•••••• B••••

Advisor at M•••••• C•••••• M••••••••• I•••

BASKING RIDGE, NJ | M••••••, NJ

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Search this name across graphsid dfx:ria:42801e2a-5db7-4806-68de-887239f271e6

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: 2
Dated events: 0
On other graphs: 0
Observed: Apr 1, 1985 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•••••• C•••••• M••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 1, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jan 2, 2009	n/a	yes	BASKING RIDGE, NJ	Current employment
M•••••• C•••••• M••••••••• I•••	State registered	Mar 14, 2007	n/a	yes	M••••••, NJ	Current employment

Relationships

Registered with (2)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
Jan 2, 2009 to presentfactForm ADV
→ M•••••• C•••••• M••••••••• I•••Registered adviserregistration: current employment
Mar 14, 2007 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:42801e2a-5db7-4806-68de-887239f271e6
First observed: Apr 1, 1985
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.