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

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RIA / WealthAdvisorCertified Financial Planner39 years in industry

E••••• A••••••• M••••••••

Advisor at M•••••••• C•••••• M••••••••• I•••

ORLANDO, FL | Orlando, FL | LAKE MARY, FL

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Search this name across graphsid dfx:ria:533c20d3-ee39-ba45-a48d-b85de2347dd1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Apr 16, 1999 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: M•••••••• C•••••• M••••••••• I•••
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: Aug 27, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 17derivedfrom 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•••••• W••••• M••••••••• L••	Independent wealth	May 4, 2016	n/a	yes	Orlando, FL\|LAKE MARY, FL	Current employment
M•••••••• C•••••• M••••••••• I•••	Independent wealth	Nov 14, 2008	n/a	yes

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
M•••••••• W••••• M••••••••• L••	n/a	Dec 31, 2024	n/a	n/a	Departure no registered destination	Departure
A••••• C••••••	M•••••••• W••••• M••••••••• L••	Oct 4, 2022	Mar 11, 2022

Relationships

Registered with (6)

→ J•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
May 4, 2016 to presentfactForm ADV
→ M•••••••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Nov 14, 2008 to Dec 31, 2010factForm ADV
→ M•••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 11, 2022 to Dec 31, 2024factForm ADV
→ A••••• C••••••Registered adviser

Dated events

Occurred
Dec 31, 2024
Advisor departed, no destination yet
E••••• A••••••• M•••••••• no longer registered at M•••••••• W••••• M••••••••• L••; no later IA registration on IAPD
Form ADVobserved 7 days ago
Occurred
Oct 4, 2022
Advisor changed firm
E••••• A••••••• M•••••••• left A••••• C•••••• for M•••••••• W••••• M••••••••• L•• (registered 2022-03-11)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:533c20d3-ee39-ba45-a48d-b85de2347dd1
First observed: Apr 16, 1999
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.