DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

J••••• M••••• N••••

Advisor at S•••• F••• I••••••••• M••••••••• C••••

Gig Harbor, WA

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Search this name across graphsid dfx:ria:874bf905-547e-4399-6bac-2c2c96549f86

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 10, 2021 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: S•••• F••• I••••••••• M••••••••• C••••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••• F••• I••••••••• M••••••••• C••••	Asset manager	Jan 28, 2025	n/a	yes	Gig Harbor, WA	Current employment
M•• F•••••••• S•••••••• I•••	Bd affiliated wealth	Mar 11, 2022	Dec 23, 2024	no	Bellevue, WA\|Kennewick, WA\|Bellevue, WA\|Bellevue, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• F•••••••• S•••••••• I•••	S•••• F••• I••••••••• M••••••••• C••••	Dec 23, 2024	Jan 28, 2025	36	Firm change	Other
T••••••••• F•••••••• A•••••••• L••	M•• F•••••••• S•••••••• I•••	Dec 3, 2021	Mar 11, 2022

Relationships

Registered with (3)

→ S•••• F••• I••••••••• M••••••••• C••••Registered adviserregistration: current employment
Jan 28, 2025 to presentfactForm ADV
→ M•• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Mar 11, 2022 to Dec 23, 2024factForm ADV
→ T••••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 10, 2021 to Dec 3, 2021factForm ADV

Dated events

Occurred
Dec 23, 2024
Advisor changed firm
J••••• M••••• N•••• left M•• F•••••••• S•••••••• I••• for S•••• F••• I••••••••• M••••••••• C•••• (registered 2025-01-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:874bf905-547e-4399-6bac-2c2c96549f86
First observed: Aug 10, 2021
Last observed: Sep 14, 2026 8 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.