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

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

M••• P•••• M••••••••

Advisor at J•• F••••• O•••••

Arlington, VA | DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4b19328d-a3bc-4913-5d11-a06bd0bbc088

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Jun 4, 2007 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

M••• P•••• M••••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J•• F••••• O•••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 24, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J•• F••••• O•••••	Independent wealth	Jul 1, 2022	n/a	yes	DENVER, CO\|Arlington, VA	Current employment
J•• W••••• M••••••••• L••	Former SEC adviser	Jul 15, 2022	Jan 19, 2026	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J•• W••••• M••••••••• L••	n/a	Jan 19, 2026	n/a	n/a	Departure no registered destination	Departure
M••••• S••••••	J•• F••••• O•••••	Jan 27, 2016	Jul 1, 2022

Relationships

Registered with (4)

→ J•• F••••• O•••••Registered adviserregistration: current employment
Jul 1, 2022 to presentfactForm ADV
→ J•• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jul 15, 2022 to Jan 19, 2026factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Jan 27, 2016factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

Occurred
Jan 19, 2026
Advisor departed, no destination yet
M••• P•••• M•••••••• no longer registered at J•• W••••• M••••••••• L••; no later IA registration on IAPD
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4b19328d-a3bc-4913-5d11-a06bd0bbc088
First observed: Jun 4, 2007
Last observed: Sep 15, 2026 7 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.