DFX Intelligence

Data Factory

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor34 years in industry

J•••• M• D•••

Advisor at G••••••• W••••• A••••••• L••

MIAMI, FL | Palmetto Bay, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8543ef82-110a-86b7-cc11-7b4143498a62

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 28, 2016 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: G••••••• W••••• A••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 23, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••• W••••• A••••••• L••	State registered	Jan 15, 2025	n/a	yes	Palmetto Bay, FL\|MIAMI, FL	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Oct 28, 2016	Jan 8, 2022	no	Morristown, NJ\|WHITE PLAINS, NY\|NEW YORK, NY\|Los Angeles, CA\|LOS ANGELES, CA\|SANTA BARBARA, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	G••••••• W••••• A••••••• L••	Jan 8, 2022	Jan 15, 2025	1,103	Firm change after gap	Wirehouse to state RIA

Relationships

Registered with (2)

→ G••••••• W••••• A••••••• L••Registered adviserregistration: current employment
Jan 15, 2025 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 28, 2016 to Jan 8, 2022factForm ADV

Dated events

Occurred
Jan 8, 2022
Advisor changed firm
J•••• M• D••• left J••• M••••• S••••••••• L•• for G••••••• W••••• A••••••• L•• (registered 2025-01-15)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8543ef82-110a-86b7-cc11-7b4143498a62
First observed: Oct 28, 2016
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.