DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

P••• J••••• C•••••••••

Advisor at M•• I•••••••• S•••••••• L••

Ledgewood, NJ | Iselin, NJ

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Search this name across graphsid dfx:ria:67185e2c-f886-65ab-3ca0-500fcca51ec3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 7, 2020 to Sep 15, 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•• I•••••••• S•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	May 13, 2022	n/a	yes	Iselin, NJ\|Ledgewood, NJ	Current employment
T••••••• I••••••••• M••••••••• I•••	Bd affiliated wealth	Dec 7, 2020	May 13, 2022	no	MONTVALE, NJ\|Chester, NJ\|Newark, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••• I••••••••• M••••••••• I•••	M•• I•••••••• S•••••••• L••	May 13, 2022	May 13, 2022	0	Firm change	Ibd to ibd

Relationships

Registered with (2)

→ M•• I•••••••• S•••••••• L••Registered adviserregistration: current employment
May 13, 2022 to presentfactForm ADV
→ T••••••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Dec 7, 2020 to May 13, 2022factForm ADV

Dated events

Occurred
May 13, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:67185e2c-f886-65ab-3ca0-500fcca51ec3
First observed: Dec 7, 2020
Last observed: Sep 15, 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.