DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

J••• E•••••• M•••••

Advisor at A•• C•••••• M••••••••• L••

MIAMI, FL | Friendswood, TX

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Search this name across graphsid dfx:ria:5ae23316-dd1e-0f45-20d1-f7b5bda0a46d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 21, 2018 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: A•• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•• C•••••• M••••••••• L••	Independent wealth	Feb 19, 2025	n/a	yes	Friendswood, TX\|MIAMI, FL	Current employment
B•••••• A•••• M••••••••• I•••	Independent wealth	Jun 25, 2020	Oct 4, 2023	no	HOUSTON, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••• A•••• M••••••••• I•••	A•• C•••••• M••••••••• L••	Oct 4, 2023	Feb 19, 2025	504	Firm change after gap	RIA to RIA
M••••• S••••••	B•••••• A•••• M••••••••• I•••	Nov 29, 2018	Jun 25, 2020

Relationships

Registered with (3)

→ A•• C•••••• M••••••••• L••Registered adviserregistration: current employment
Feb 19, 2025 to presentfactForm ADV
→ B•••••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Jun 25, 2020 to Oct 4, 2023factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Feb 21, 2018 to Nov 29, 2018factForm ADV

Dated events

Occurred
Oct 4, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5ae23316-dd1e-0f45-20d1-f7b5bda0a46d
First observed: Feb 21, 2018
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.