DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialist22 years in industry

J•••••• M•••••• F••••••••

Advisor at F•••• P••••••• W•••••• L••

Deerfield, IL

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Search this name across graphsid dfx:ria:55d46f47-5c90-9df8-1da8-09e73984af04

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 3, 2013 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• P••••••• W•••••• L••	Independent wealth	Jan 5, 2026	n/a	yes	Deerfield, IL	Current employment
N••••••••• A•••• M••••••••• L••	Independent wealth	Aug 1, 2024	Mar 20, 2026	no	Deerfield, IL\|Northbrook, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• A•••• M••••••••• L••	F•••• P••••••• W•••••• L••	Mar 20, 2026	Jan 5, 2026	-74	Bulk transfer	RIA to RIA
R••••••• V•••• P•••••••• L••	N••••••••• A•••• M••••••••• L••	Aug 14, 2024	Aug 1, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
281067:282241:IL:2024-08-14	Aug 14, 2024	Aug 1, 2024	NORTHBROOK, IL	Firm change

Relationships

Registered with (5)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Jan 5, 2026 to presentfactForm ADV
→ N••••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Aug 1, 2024 to Mar 20, 2026factForm ADV
→ R••••••• V•••• P•••••••• L••Registered adviserregistration: previous registration
Dec 16, 2015 to Aug 14, 2024factForm ADV
→ Q••••••• I••••••••• C•••••• L••

Dated events

Occurred
Aug 14, 2024
Advisor changed firm
J•••••• M•••••• F•••••••• left R••••••• V•••• P•••••••• L•• for N••••••••• A•••• M••••••••• L•• (registered 2024-08-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:55d46f47-5c90-9df8-1da8-09e73984af04
First observed: Apr 3, 2013
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.