DFX Intelligence

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

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RIA / WealthAdvisor33 years in industry

J•••• E••••• M••••••

Advisor at M••••••

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:5def99a2-5ff0-ab74-68cd-84bd954605e3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 17, 1999 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••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 18, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Apr 17, 2020	n/a	yes	OVERLAND PARK, KS	Current employment
T••••••••• I••••••••• P•••••••• L••	Former SEC adviser	Nov 17, 2016	Apr 6, 2020	no	LEAWOOD, KS\|OVERLAND PARK, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• I••••••••• P•••••••• L••	M••••••	Apr 6, 2020	Apr 17, 2020	11	Firm change	Other
M•••••• I••••••••• L••	T••••••••• I••••••••• P•••••••• L••	Nov 17, 2016	Nov 17, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
152607:285213:KS:2016-11-17	Nov 17, 2016	Nov 17, 2016	LEAWOOD, KS	Firm change

Relationships

Registered with (4)

→ M••••••Registered adviserregistration: previous registration
May 11, 2006 to Mar 9, 2015factForm ADV
→ T••••••••• I••••••••• P•••••••• L••Registered adviserregistration: previous registration
Nov 17, 2016 to Apr 6, 2020factForm ADV
→ M•••••• I••••••••• L••Registered adviserregistration: previous registration
Mar 11, 2015 to Nov 17, 2016factForm ADV
→ A• G• E•••••• • S•••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5def99a2-5ff0-ab74-68cd-84bd954605e3
First observed: Mar 17, 1999
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.