C••• J••• P•••

Advisor at M••••••• F•••••••• S••••••••• L••

MARANA, AZ

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:90835938-bfbc-135c-a399-b0931c032ea5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 26, 2023 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••••••• F•••••••• S••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom 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
M••••••• F•••••••• S••••••••• L••	State registered	May 2, 2025	n/a	yes	MARANA, AZ	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Oct 20, 2023	Jan 27, 2025	no	Marana, AZ\|SCOTTSDALE, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	M••••••• F•••••••• S••••••••• L••	Jan 27, 2025	May 2, 2025	95	Firm change	Ibd to state RIA
I•••• W••••• S••••••••	M•• I•••••••• S•••••••• L••	Oct 26, 2023	Oct 20, 2023

Relationships

Registered with (3)

→ M••••••• F•••••••• S••••••••• L••Registered adviserregistration: current employment
May 2, 2025 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 20, 2023 to Jan 27, 2025factForm ADV
→ I•••• W••••• S••••••••Registered adviserregistration: previous registration
Jan 26, 2023 to Oct 26, 2023factForm ADV

Dated events

Occurred
Jan 27, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Oct 26, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:90835938-bfbc-135c-a399-b0931c032ea5
First observed: Jan 26, 2023
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.