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

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RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

J•• D••••• M•••••

Advisor at C• W••••• M••••••••• L••

SCHAUMBURG, IL | Eureka Springs, AR

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Search this name across graphsid dfx:ria:64fcc97b-c913-519c-3db8-1dd87cae71db

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 15, 1991 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: C• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 24, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C• W••••• M••••••••• L••	Independent wealth	Jan 3, 2023	n/a	yes	Eureka Springs, AR\|SCHAUMBURG, IL	Current employment
J• W• C••• A•••••••• I•••	Bd affiliated wealth	Sep 30, 2019	Dec 31, 2022	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J• W• C••• A•••••••• I•••	C• W••••• M••••••••• L••	Dec 31, 2022	Jan 3, 2023	3	Firm change	Ibd to RIA
S• A•••••••• L••	J• W• C••• A•••••••• I•••	Sep 28, 2019

Relationships

Registered with (4)

→ C• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 3, 2023 to presentfactForm ADV
→ J• W• C••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 30, 2019 to Dec 31, 2022factForm ADV
→ S• A•••••••• L••Registered adviserregistration: previous registration
Aug 5, 2014 to Sep 28, 2019factForm ADV
→ A••••••••• F•••••••• S•••••••• L••

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
J•• D••••• M••••• left J• W• C••• A•••••••• I••• for C• W••••• M••••••••• L•• (registered 2023-01-03)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:64fcc97b-c913-519c-3db8-1dd87cae71db
First observed: Nov 15, 1991
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.