DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

J••••• E•••••• D•••••••

Advisor at M•• C•••••• M••••••••• L••

Little Rock, AR

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Search this name across graphsid dfx:ria:4b167a39-8c04-2ba1-8c76-026438190017

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 1, 2005 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••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 30, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• C•••••• M••••••••• L••	Independent wealth	Jul 23, 2021	n/a	yes	Little Rock, AR	Current employment
L••••• C•••••• W••••• P•••••••• L••	Independent wealth	Mar 3, 2018	Feb 24, 2021	no	LITTLE ROCK, AR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••• C•••••• W••••• P•••••••• L••	M•• C•••••• M••••••••• L••	Feb 24, 2021	Jul 23, 2021	149	Firm change	RIA to RIA
K••••• A••••••• S•••••••• L••	L••••• C•••••• W••••• P•••••••• L••	Mar 1, 2018	Mar 3, 2018

Relationships

Registered with (5)

→ M•• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jul 23, 2021 to presentfactForm ADV
→ L••••• C•••••• W••••• P•••••••• L••Registered adviserregistration: previous registration
Mar 3, 2018 to Feb 24, 2021factForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Jul 5, 2016 to Mar 1, 2018factForm ADV
→ N•• A•••••• S•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4b167a39-8c04-2ba1-8c76-026438190017
First observed: Jul 1, 2005
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.