DFX Intelligence

M••• A••••• G••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

M••• A••••• G••••••

Advisor at E••••• J••••

Cedarburg, WI | ST. LOUIS, MO

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Search this name across graphsid dfx:ria:880ba169-acb3-e895-eed8-e7ce18dd8bd6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Mar 4, 2005 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

M••• A••••• G••••••

Private equity principal · key crd individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: E••••• J••••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Mar 4, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom 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
E••••• J••••	National bd RIA	Dec 17, 2024	n/a	yes	ST. LOUIS, MO\|Cedarburg, WI	Current employment
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Mar 22, 2006	May 17, 2013	no	Milwaukee, WI\|MILWAUKEE, WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• M••••• I••••••••• S•••••••••	E••••• J••••	May 17, 2013	Dec 17, 2024	4,232	Firm change after gap	Other
F•••• T•••• S••••••••• I•••	N••••••••• M••••• I••••••••• S•••••••••	Jun 24, 2005	Mar 22, 2006

Relationships

Registered with (3)

→ E••••• J••••Registered adviserregistration: current employment
Dec 17, 2024 to presentfactForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Mar 22, 2006 to May 17, 2013factForm ADV
→ F•••• T•••• S••••••••• I•••Registered adviserregistration: previous registration
Mar 4, 2005 to Jun 24, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:880ba169-acb3-e895-eed8-e7ce18dd8bd6
First observed: Mar 4, 2005
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.