DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor34 years in industry

J••••••• M• R•••••••••

Advisor at F••••••

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:69bdc183-b990-33b2-a9a0-0740713b052f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 6, 2004 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: F••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 18, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom 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
F••••••	Independent wealth	Apr 4, 2025	n/a	yes	SAN FRANCISCO, CA	Current employment
S•• W•••••	Independent wealth	Aug 31, 2022	Apr 10, 2025	no	San Francisco, CA\|San Francisco, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•• W•••••	F••••••	Apr 10, 2025	Apr 4, 2025	-6	Firm change	RIA to RIA
T•• P•••••• G•••• I••	S•• W•••••	May 24, 2005	Aug 31, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
172832:302050:CA:2025-04-10	Apr 10, 2025	Apr 4, 2025	SAN FRANCISCO, CA	Firm change

Relationships

Registered with (3)

→ F••••••Registered adviserregistration: current employment
Apr 4, 2025 to presentfactForm ADV
→ S•• W•••••Registered adviserregistration: previous registration
Aug 31, 2022 to Apr 10, 2025factForm ADV
→ T•• P•••••• G•••• I••Registered adviserregistration: previous registration
Apr 6, 2004 to May 24, 2005factForm ADV

Dated events

Occurred
Apr 10, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:69bdc183-b990-33b2-a9a0-0740713b052f
First observed: Apr 6, 2004
Last observed: Sep 14, 2026 9 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.