DFX Intelligence

J••• W•••••• E•••••: 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 / WealthAdvisor46 years in industry

J••• W•••••• E•••••

Advisor at M•••••• C•••••• M•••••••••

M••••••, PA

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:86f5d813-9497-1a67-fded-951ea0c40493

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 11, 2002 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•••••• C•••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 14, 1979earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• C•••••• M•••••••••	Independent wealth	Aug 6, 2024	n/a	yes	M••••••, PA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Jun 10, 2013	Aug 14, 2024	no	KING OF PRUSSIA, PA\|NORRISTOWN, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	M•••••• C•••••• M•••••••••	Aug 14, 2024	Aug 6, 2024	-8	Firm change	Ibd to RIA
E••••• J••••	L•• F•••••••• L••	May 1, 2013	Jun 10, 2013

Relationships

Registered with (6)

→ M•••••• C•••••• M•••••••••Registered adviserregistration: current employment
Aug 6, 2024 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jun 10, 2013 to Aug 14, 2024factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Mar 18, 2013 to May 1, 2013factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Aug 14, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:86f5d813-9497-1a67-fded-951ea0c40493
First observed: Dec 11, 2002
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.