DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst15 years in industry

J••• D••••• E••••••

Advisor at M••••• W••••• M••••••••• L••

••• Locked

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Search this name across graphsid dfx:ria:86713483-6c61-634a-6bec-5109b90ee2f5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 15, 2011 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••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• W••••• M••••••••• L••	Independent wealth	Nov 21, 2024	n/a	yes	ANNAPOLIS, MD\|STEVENSVILLE, MD\|WESTWOOD, NJ	Current employment
B•• P•••• W•••••	Former SEC adviser	Mar 10, 2018	Nov 21, 2024	no	ANNAPOLIS, MD\|STEVENSVILLE, MD\|ARNOLD, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•• P•••• W•••••	M••••• W••••• M••••••••• L••	Nov 21, 2024	Nov 21, 2024	0	Firm change	RIA to RIA
O•••• F•• I•••	B•• P•••• W•••••	Feb 28, 2018	Mar 10, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
123095:155649:MD:2024-11-21	Nov 21, 2024	Nov 21, 2024	STEVENSVILLE, MD	Firm change

Relationships

Registered with (5)

→ M••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Nov 21, 2024 to presentfactForm ADV
→ B•• P•••• W•••••Registered adviserregistration: previous registration
Mar 10, 2018 to Nov 21, 2024factForm ADV
→ O•••• F•• I•••Registered adviserregistration: previous registration
Oct 4, 2017 to Feb 28, 2018factForm ADV
→ S•••••• W••••• M••••••••• L••

Dated events

Occurred
Nov 21, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:86713483-6c61-634a-6bec-5109b90ee2f5
First observed: Dec 15, 2011
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.