DFX Intelligence

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

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RIA / WealthAdvisor22 years in industry

R••••• J••• M•••••

Advisor at P•••••••

CONSHOHOCKEN, PA

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Search this name across graphsid dfx:ria:5e77896a-7b7e-c716-1552-f4b7cca1af8d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 10, 2003 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: P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 9, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom 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
P•••••••	Independent wealth	Jun 10, 2025	n/a	yes	CONSHOHOCKEN, PA	Current employment
F••••••••• L••	Former SEC adviser	Sep 13, 2006	Sep 5, 2012	no	ROCKVILLE, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••••• L••	P•••••••	Sep 5, 2012	Jun 10, 2025	4,661	Firm change after gap	Other
M••••• V•• C••••••••• I•••	F••••••••• L••	Jul 18, 2006	Sep 13, 2006

Relationships

Registered with (3)

→ P•••••••Registered adviserregistration: current employment
Jun 10, 2025 to presentfactForm ADV
→ F••••••••• L••Registered adviserregistration: previous registration
Sep 13, 2006 to Sep 5, 2012factForm ADV
→ M••••• V•• C••••••••• I•••Registered adviserregistration: previous registration
Dec 10, 2003 to Jul 18, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5e77896a-7b7e-c716-1552-f4b7cca1af8d
First observed: Dec 10, 2003
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.