DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner28 years in industry

J••••• M••••• F•••••

Advisor at R•••••••• W••••• M••••••••• L••

MYRTLE BEACH, SC

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 28, 2002 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: R•••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 24, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••••• W••••• M••••••••• L••	Independent wealth	Oct 28, 2024	n/a	yes	MYRTLE BEACH, SC	Current employment
S•••••• W••••• A••••••• L••	Independent wealth	Aug 30, 2019	Dec 20, 2024	no	Myrtle Beach, SC\|Myrtle Beach, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• W••••• A••••••• L••	R•••••••• W••••• M••••••••• L••	Dec 20, 2024	Oct 28, 2024	-53	Firm change after gap	RIA to new firm
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	S•••••• W••••• A••••••• L••	Sep 3, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
283816:302031:SC:2024-12-20	Dec 20, 2024	Oct 28, 2024	MYRTLE BEACH, SC	Firm change after gap

Relationships

Registered with (5)

→ R•••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Oct 28, 2024 to presentfactForm ADV
→ S•••••• W••••• A••••••• L••Registered adviserregistration: previous registration
Aug 30, 2019 to Dec 20, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 7, 2012 to Sep 3, 2019factForm ADV
→ W•••• F•••• A•••••••

Dated events

Order

Occurred
20 Dec 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 28, 2002
Last observed: Sep 14, 2026 9 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.