DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

J••••• J••••• C••••••

Advisor at M••••••••• A•••••••

CHICAGO, IL | De Pere, WI

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Search this name across graphsid dfx:ria:4d9c0a2c-f781-7a62-73e6-6534d439993c

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 18, 2025 to Sep 19, 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••••••••• A•••••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• M••••• A•••••••• L••	State registered	May 6, 2026	n/a	yes	CHICAGO, IL	Current employment
M••••••••• A•••••••	Other adviser	May 6, 2026	n/a	yes	CHICAGO, IL\|De Pere, WI	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••••• A•••••••	C•••••• M••••• A•••••••• L••	May 6, 2026	Aug 6, 2025	-273	Firm change after gap	Other
C•••••• M••••• A•••••••• L••	M••••••••• A•••••••	May 5, 2026	May 6, 2026

Relationships

Registered with (2)

→ M••••••••• A•••••••Registered adviserregistration: previous registration
Jun 18, 2025 to May 6, 2026factForm ADV
→ C•••••• M••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 6, 2025 to May 5, 2026factForm ADV

Dated events

Occurred
May 6, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 5, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4d9c0a2c-f781-7a62-73e6-6534d439993c
First observed: Jun 18, 2025
Last observed: Sep 19, 2026 4 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.