DFX Intelligence

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

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RIA / WealthAdvisor21 years in industry

J••• P•••••• M•••••••

Advisor at M•• C•••••• M••••••••• L••

Columbus, OH

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Search this name across graphsid dfx:ria:54b09071-018f-2d9d-3a29-900b3c0a94bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 14, 2006 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: Jul 8, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• C•••••• M••••••••• L••	Independent wealth	Oct 3, 2025	n/a	yes	Columbus, OH	Current employment
C•••• A•••••••	Former SEC adviser	Nov 21, 2012	Sep 19, 2025	no	COLUMBUS, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••• A•••••••	M•• C•••••• M••••••••• L••	Sep 19, 2025	Oct 3, 2025	14	Firm change	RIA to RIA
T• A••••••••• I••••••••• M••••••••• L••	T• A••••••••• I•••	Aug 28, 2012	Jun 14, 2006

Team moves

••• Locked

Team	Left	Joined	From	Kind
129067:109807:OH:2025-09-19	Sep 19, 2025	Oct 3, 2025	COLUMBUS, OH	Firm change

Relationships

Registered with (4)

→ M•• C•••••• M••••••••• L••Registered adviserregistration: current employment
Oct 3, 2025 to presentfactForm ADV
→ C•••• A•••••••Registered adviserregistration: previous registration
Nov 21, 2012 to Sep 19, 2025factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 14, 2006 to Aug 28, 2012factForm ADV
→ T• A••••••••• I•••

Dated events

Occurred
Sep 19, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:54b09071-018f-2d9d-3a29-900b3c0a94bd
First observed: Jun 14, 2006
Last observed: Sep 14, 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.