DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

J•••• M••••••• N••••••••

Advisor at V••••••• A•••••••• I•••

PLANO, TX

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Search this name across graphsid dfx:ria:786a2975-9018-16e9-6c0c-9b061fe25576

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 15, 2003 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: V••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 7, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom 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
V••••••• A•••••••• I•••	Bd affiliated wealth	Jun 20, 2025	n/a	yes	PLANO, TX	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jan 4, 2017	Jun 18, 2024	no	NASHVILLE, TN\|NASHVILLE, TN\|NASHVILLE, TN\|HERMITAGE, TN\|HERMITAGE, TN\|NASHVILLE, TN\|NASHVILLE, TN\|NASHVILLE, TN\|FRANKLIN, TN\|BRENTWOOD, TN\|MARIETTA, GA\|NASHVILLE, TN\|NASHVILLE, TN\|BRENTWOOD, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	V••••••• A•••••••• I•••	Jun 18, 2024	Jun 20, 2025	367	Firm change	Wirehouse to ibd
Q•••• • R•••••• I•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Feb 26, 2003	Feb 27, 2009

Relationships

Registered with (3)

→ V••••••• A•••••••• I•••Registered adviserregistration: current employment
Jun 20, 2025 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jan 4, 2017 to Jun 18, 2024factForm ADV
→ Q•••• • R•••••• I•••Registered adviserregistration: previous registration
Jan 15, 2003 to Feb 26, 2003factForm ADV

Dated events

Occurred
Jun 18, 2024
Advisor changed firm
J•••• M••••••• N•••••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for V••••••• A•••••••• I••• (registered 2025-06-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:786a2975-9018-16e9-6c0c-9b061fe25576
First observed: Jan 15, 2003
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.