DFX Intelligence

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

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RIA / WealthAdvisor38 years in industry

J•••••• M• M•••••

Advisor at C••••••••• P••••••• A••••••• L••

BOSTON, MA

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Search this name across graphsid dfx:ria:69d53306-89ab-7c30-a80e-2c691d289b26

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 5, 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: C••••••••• P••••••• A••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 28, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• P••••••• A••••••• L••	State registered	Aug 28, 2023	n/a	yes	BOSTON, MA	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Dec 10, 2014	Jun 23, 2017	no	WEEHAWKEN, NJ\|WEEHAWKEN, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	C••••••••• P••••••• A••••••• L••	Jun 23, 2017	Aug 28, 2023	2,257	Firm change after gap	Wirehouse to state RIA
P••••• I••••••••• M••••••••• L••	U•• F•••••••• S••••••• I•••	Apr 22, 2002	Dec 10, 2014

Relationships

Registered with (3)

→ C••••••••• P••••••• A••••••• L••Registered adviserregistration: current employment
Aug 28, 2023 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Dec 10, 2014 to Jun 23, 2017factForm ADV
→ P••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 5, 2001 to Apr 22, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:69d53306-89ab-7c30-a80e-2c691d289b26
First observed: Dec 5, 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.