DFX Intelligence

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

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RIA / WealthAdvisor43 years in industry

M•••••• J••• F••••

Advisor at F•••• W••••• M•••••••••

PAOLI, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 30, 2006 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: F•••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 26, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• W••••• M•••••••••	State registered	May 15, 2024	n/a	yes	PAOLI, PA	Current employment
V••••• C•••••• M••••••••• L••	Independent wealth	Apr 18, 2018	May 15, 2024	no	Paoli, PA\|Berwyn, PA\|BRENTWOOD, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••• C•••••• M••••••••• L••	F•••• W••••• M•••••••••	May 15, 2024	May 15, 2024	0	Firm change	RIA to state RIA
H••••• I••••••••• M••••••••• L••	V••••• C•••••• M••••••••• L••	Apr 19, 2018	Apr 18, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
119880:167816:OH:2018-04-19	Apr 19, 2018	Apr 18, 2018	CINCINNATI, OH	Firm change

Relationships

Registered with (5)

→ F•••• W••••• M•••••••••Registered adviserregistration: current employment
May 15, 2024 to presentfactForm ADV
→ V••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 18, 2018 to May 15, 2024factForm ADV
→ H••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 12, 2015 to Apr 19, 2018factForm ADV
→ I•••••••• A•••••••• L••

Dated events

Occurred
May 15, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 30, 2006
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.