DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultant16 years in industry

M••• J•••• M••••••

Advisor at E•••••••• P••

Portland, OR | BERWYN, PA

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Search this name across graphsid dfx:ria:4623153c-88dc-e58e-f4a7-c78027beb02a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 3, 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: E•••••••• P••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• P••	Independent wealth	Feb 4, 2022	n/a	yes	Portland, OR\|BERWYN, PA	Current employment
R••••••• F••••••••• I•••	n/a	Jun 13, 2019	Nov 15, 2020	no	UPLAND, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••••• F••••••••• I•••	E•••••••• P••	Nov 15, 2020	Feb 4, 2022	446	Firm change after gap	Other
R••••••• F••••••••• I•••	R••••••• F••••••••• I•••	Jul 14, 2019	Jun 13, 2019

Relationships

Registered with (2)

→ E•••••••• P••Registered adviserregistration: current employment
Feb 4, 2022 to presentfactForm ADV
→ R••••••• F••••••••• I•••Registered adviserregistration: previous registration
Jun 13, 2019 to Nov 15, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4623153c-88dc-e58e-f4a7-c78027beb02a
First observed: Mar 3, 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.