DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

M•••••• J••• S••••••

Advisor at M•• W••••• M•••••••••

TAMPA, FL | Pittsburgh, PA

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Search this name across graphsid dfx:ria:7a500682-bb2e-3742-f288-a67c691947f8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Apr 4, 2013 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•• W••••• M•••••••••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Mar 30, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• W••••• M•••••••••	Asset manager	Feb 21, 2025	n/a	yes	Pittsburgh, PA\|TAMPA, FL	Current employment
P••••••	Asset manager	Dec 11, 2023	Jan 22, 2024	no	Pittsburgh, PA\|BETHESDA, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••	M•• W••••• M•••••••••	Jan 22, 2024	Feb 21, 2025	396	Firm change	Other
L•••••• O•• I••••••••• M•••••••••	P••••••	Sep 28, 2023	Dec 11, 2023

Relationships

Registered with (9)

→ M•• W••••• M•••••••••Registered adviserregistration: current employment
Feb 21, 2025 to presentfactForm ADV
→ P••••••Registered adviserregistration: previous registration
Dec 11, 2023 to Jan 22, 2024factForm ADV
→ L•••••• O•• I••••••••• M•••••••••Registered adviserregistration: previous registration
Oct 23, 2019 to Sep 28, 2023factForm ADV
→ M•••• C••••••• A••••••• S••••••

Dated events

Occurred
Jan 22, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 28, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7a500682-bb2e-3742-f288-a67c691947f8
First observed: Apr 4, 2013
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.