DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

J••• R• M•••••••

Advisor at N•••••• A•••••••

NEW ORLEANS, LA | Destin, FL

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Search this name across graphsid dfx:ria:7386725c-58c7-f9c9-8ec1-7ff2d2e987f9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jan 21, 2022 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: N•••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N•••••• A•••••••	Bd affiliated wealth	Apr 10, 2025	n/a	yes	Destin, FL\|NEW ORLEANS, LA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Dec 19, 2023	Mar 28, 2025	no	DESTIN, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	N•••••• A•••••••	Mar 28, 2025	Apr 10, 2025	13	Firm change	Wirehouse to ibd
S••••• F••••••••• L•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Nov 17, 2023	Dec 19, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:171351:FL:2025-03-28	Mar 28, 2025	Apr 10, 2025	DESTIN, FL	Firm change

Relationships

Registered with (4)

→ N•••••• A•••••••Registered adviserregistration: current employment
Apr 10, 2025 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Dec 19, 2023 to Mar 28, 2025factForm ADV
→ S••••• F••••••••• L•••Registered adviserregistration: previous registration
May 22, 2023 to Nov 17, 2023factForm ADV
→ R•••••• J•••• • A••••••••• I•••

Dated events

Occurred
Mar 28, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Nov 17, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 17, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7386725c-58c7-f9c9-8ec1-7ff2d2e987f9
First observed: Jan 21, 2022
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.