DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

J••• J•••• M•••••••••

Advisor at M••••• S••••••

Ponte Vedra Beach, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 17, 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••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Nov 30, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Jul 12, 2011	n/a	yes	Ponte Vedra Beach, FL	Current employment
M••••• K••••• • C••••••• L••	Former SEC adviser	Feb 13, 2007	Jun 29, 2011	no	JACKSONVILLE, FL\|JACKSONVILLE, FL\|JACKSONVILLE, FL\|PENSACOLA, FL\|JACKSONVILLE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• K••••• • C••••••• L••	M••••• S••••••	Jun 29, 2011	Jul 12, 2011	13	Firm change	Other
A•••••• I••••••••• M••••••••• C•••••• L••	M••••• K••••• • C••••••• L••	Feb 20, 2007	Feb 13, 2007

Relationships

Registered with (5)

→ M••••• S••••••Registered adviserregistration: current employment
Jul 12, 2011 to presentfactForm ADV
→ M••••• K••••• • C••••••• L••Registered adviserregistration: previous registration
Feb 13, 2007 to Jun 29, 2011factForm ADV
→ A•••••• I••••••••• M••••••••• C•••••• L••Registered adviserregistration: previous registration
Jul 10, 2003 to Feb 20, 2007factForm ADV
→ A•••••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 17, 2001
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.