DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

J•••••• W••••• M•••••

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

IDAHO FALLS, ID

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Search this name across graphsid dfx:ria:7039ae01-603a-c0bd-bbd4-f9d39b3b5ef3

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

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 24, 2021 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: I••••••••• W••••• M••••••••• I•••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Jan 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom 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
I••••••••• W••••• M••••••••• I•••	Former SEC adviser	Apr 13, 2023	n/a	yes	IDAHO FALLS, ID	Current employment
L••••••• F•••••••• P•••••••• L••	Former SEC adviser	Apr 7, 2022	Feb 23, 2023	no	TAMPA, FL\|Mesa, AZ\|Idaho Falls, ID

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••••• F•••••••• P•••••••• L••	I••••••••• W••••• M••••••••• I•••	Feb 23, 2023	Apr 13, 2023	49	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	L••••••• F•••••••• P•••••••• L••	Nov 5, 2021	Apr 7, 2022

Relationships

Registered with (3)

→ I••••••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Apr 13, 2023 to presentfactForm ADV
→ L••••••• F•••••••• P•••••••• L••Registered adviserregistration: previous registration
Apr 7, 2022 to Feb 23, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Feb 24, 2021 to Nov 5, 2021factForm ADV

Dated events

Occurred
Feb 23, 2023
Advisor changed firm
J•••••• W••••• M••••• left L••••••• F•••••••• P•••••••• L•• for I••••••••• W••••• M••••••••• I••• (registered 2023-04-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7039ae01-603a-c0bd-bbd4-f9d39b3b5ef3
First observed: Feb 24, 2021
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.