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

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RIA / WealthAdvisor33 years in industry

J••• W••••• A•••

Advisor at M••••••••• W••••• W••••• M•••••••••

PARKTON, MD

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Search this name across graphsid dfx:ria:69a456d1-a29d-2c10-0a76-f75cda9f6bf5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 30, 2001 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••••••••• W••••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 21, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 11derivedfrom 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
M••••••••• W••••• W••••• M•••••••••	State registered	Jan 28, 2015	n/a	yes	PARKTON, MD	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Oct 11, 2011	Feb 11, 2015	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
L•• F•••••••• L••	M••••••••• W••••• W••••• M•••••••••	Feb 11, 2015	Jan 28, 2015	-14	Firm change	Other
U•••• F•••••••• S••••••• G••••• I•••	L•• F•••••••• L••	Oct 11, 2011

Relationships

Registered with (4)

→ M••••••••• W••••• W••••• M•••••••••Registered adviserregistration: current employment
Jan 28, 2015 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Oct 11, 2011 to Feb 11, 2015factForm ADV
→ U•••• F•••••••• S••••••• G••••• I•••Registered adviserregistration: previous registration
Nov 1, 2004 to Oct 11, 2011factForm ADV
→ M••••• S•••••• D• I•••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:69a456d1-a29d-2c10-0a76-f75cda9f6bf5
First observed: Jan 30, 2001
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.