DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

J••••• M••••• C••••

Advisor at S••••• E••• W••••• S••••••••• L••

JACKSONVILLE, FL | Jackonville, FL

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Search this name across graphsid dfx:ria:5d6cbd00-f922-1d86-0893-7277ceeb5aa6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Aug 10, 2022 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: S••••• E••• W••••• S••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 27, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom 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
S••••• E••• W••••• S••••••••• L••	State registered	Jan 5, 2026	n/a	yes	Jackonville, FL\|JACKSONVILLE, FL	Current employment
D•••••••• C•••••• A•••••••	State registered	Dec 11, 2024	Sep 15, 2025	no	JACKSONVILLE, FL\|SAN DIEGO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•••••••• C•••••• A•••••••	S••••• E••• W••••• S••••••••• L••	Sep 15, 2025	Jan 5, 2026	112	Firm change	Other
S••••• E••• W••••• M••••••••• L•••	A••••• F•••••••• A•••••••• L••	Nov 2, 2023	May 26, 2023

Relationships

Registered with (4)

→ S••••• E••• W••••• S••••••••• L••Registered adviserregistration: current employment
Jan 5, 2026 to presentfactForm ADV
→ D•••••••• C•••••• A•••••••Registered adviserregistration: previous registration
Dec 11, 2024 to Sep 15, 2025factForm ADV
→ S••••• E••• W••••• M••••••••• L•••Registered adviserregistration: previous registration
Aug 10, 2022 to Nov 2, 2023factForm ADV
→ A••••• F•••••••• A•••••••• L••

Dated events

Occurred
Sep 15, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Nov 2, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Oct 5, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5d6cbd00-f922-1d86-0893-7277ceeb5aa6
First observed: Aug 10, 2022
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.