DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

J•••• D••••• J•••••••••

Advisor at M•••••• W••••• M•••••••••

BROOKLYN, NY | SHAVANO PARK, TX

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Search this name across graphsid dfx:ria:675a98ac-3a23-f31c-71af-0d6e148eae55

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 30, 2013 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•••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 18, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• W••••• M•••••••••	Independent wealth	Sep 30, 2024	n/a	yes	SHAVANO PARK, TX\|BROOKLYN, NY	Current employment
V••••••••• F••••••••• L••	Former SEC adviser	Oct 9, 2020	Nov 22, 2024	no	SAN ANTONIO, TX\|SHAVANO PARK, TX\|SHAVANO PARK, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••••••• F••••••••• L••	M•••••• W••••• M•••••••••	Nov 22, 2024	Sep 30, 2024	-53	Firm change after gap	RIA to RIA
M•• I•••••••• S•••••••• L••	V••••••••• F••••••••• L••	Oct 6, 2020	Oct 9, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
310485:325523:TX:2024-11-22	Nov 22, 2024	Sep 30, 2024	SHAVANO PARK, TX	Firm change after gap
10409:310485:TX:2020-10-06	Oct 6, 2020	Oct 9, 2020	SAN ANTONIO, TX	Firm change

Relationships

Registered with (5)

→ M•••••• W••••• M•••••••••Registered adviserregistration: current employment
Sep 30, 2024 to presentfactForm ADV
→ V••••••••• F••••••••• L••Registered adviserregistration: previous registration
Oct 9, 2020 to Nov 22, 2024factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 25, 2017 to Oct 6, 2020factForm ADV
→ M•• F•••••••• S•••••••• I•••

Dated events

Occurred
Nov 22, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:675a98ac-3a23-f31c-71af-0d6e148eae55
First observed: Jan 30, 2013
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.