DFX Intelligence

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

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

J••••••• D•••••••••

Advisor at M••••••••• • A•••••••••

Orchard Park, NY | ORCHARD PARK, NY

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Search this name across graphsid dfx:ria:80c8008a-eed0-3c1f-9df9-b48386ca4029

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 1, 2014 to Sep 15, 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••••••••• • A•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••••• • A•••••••••	Independent wealth	Sep 25, 2025	n/a	yes	ORCHARD PARK, NY	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Jun 29, 2021	n/a	yes	Orchard Park, NY	Current employment

Relationships

Registered with (2)

→ M••••••••• • A•••••••••Registered adviserregistration: current employment
Sep 25, 2025 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: current employment
Jun 29, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:80c8008a-eed0-3c1f-9df9-b48386ca4029
First observed: Jun 1, 2014
Last observed: Sep 15, 2026 7 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.