DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

J•••••••• M••••••• M•••••

Advisor at R•••••• W•••••

LANSING, MI | Vero Beach, FL

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Search this name across graphsid dfx:ria:536c36f3-9fa8-19cb-a102-3fd53067d367

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 6, 2004 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: R•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 5, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• W•••••	Independent wealth	Aug 4, 2011	n/a	yes	Vero Beach, FL\|LANSING, MI	Current employment
O••••••••• • C•• I•••	Bd affiliated wealth	Apr 3, 2009	Dec 1, 2009	no	NORTH PALM BEACH, FL\|FORT MYERS, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••••••• • C•• I•••	R•••••• W•••••	Dec 1, 2009	Aug 4, 2011	611	Firm change after gap	Other
S••••••• G•••• C••••••	O••••••••• • C•• I•••	Mar 17, 2009	Apr 3, 2009

Relationships

Registered with (6)

→ R•••••• W•••••Registered adviserregistration: current employment
Aug 4, 2011 to presentfactForm ADV
→ O••••••••• • C•• I•••Registered adviserregistration: previous registration
Apr 3, 2009 to Dec 1, 2009factForm ADV
→ S••••••• G•••• C••••••Registered adviserregistration: previous registration
Jan 4, 2008 to Mar 17, 2009factForm ADV
→ M••••• S•••••• • C•• L••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:536c36f3-9fa8-19cb-a102-3fd53067d367
First observed: May 6, 2004
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.