DFX Intelligence

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

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RIA / WealthAdvisor32 years in industry

J••• C•••••• J••••••

Advisor at M•••• P•••••

ROYAL OAK, MI | REDONDO BEACH, CA

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Search this name across graphsid dfx:ria:58cfe793-a435-cca1-1a35-fd6cafae5f6a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 28, 2004 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•••• P•••••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Nov 29, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• P•••••	No RAUM reported	May 18, 2023	n/a	yes	ROYAL OAK, MI\|REDONDO BEACH, CA	Current employment
N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••	Former SEC adviser	Jan 28, 2004	Jun 25, 2018	no	SANTA MONICA, CA\|El Segundo, CA\|Appleton, WI\|LOS ANGELES, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••	M•••• P•••••	Jun 25, 2018	May 18, 2023	1,788	Firm change after gap	Other

Relationships

Registered with (2)

→ M•••• P•••••Registered adviserregistration: current employment
May 18, 2023 to presentfactForm ADV
→ N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••Registered adviserregistration: previous registration
Jan 28, 2004 to Jun 25, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:58cfe793-a435-cca1-1a35-fd6cafae5f6a
First observed: Jan 28, 2004
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.