DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst13 years in industry

J•••• M••••• R•••••

Advisor at A••••••• F••••• O•••••• L••

Shreveport, LA | BEDFORD, NH

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 6, 2012 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: A••••••• F••••• O•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 5, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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
A••••••• F••••• O•••••• L••	Independent wealth	Aug 12, 2025	n/a	yes	Shreveport, LA\|BEDFORD, NH	Current employment
A••••••••• W••••• A••••••• L••	Independent wealth	Apr 14, 2021	Oct 6, 2022	no	COLORADO SPRINGS, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• W••••• A••••••• L••	A••••••• F••••• O•••••• L••	Oct 6, 2022	Aug 12, 2025	1,041	Firm change after gap	RIA to RIA
R•••••• J•••• • A••••••••• I•••	A••••••••• W••••• A••••••• L••	Oct 23, 2015	Apr 14, 2021

Relationships

Registered with (5)

→ A••••••• F••••• O•••••• L••Registered adviserregistration: current employment
Aug 12, 2025 to presentfactForm ADV
→ A••••••••• W••••• A••••••• L••Registered adviserregistration: previous registration
Apr 14, 2021 to Oct 6, 2022factForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
May 6, 2014 to Oct 23, 2015factForm ADV
→ A••••••••• L•••

Dated events

Order

Occurred
6 Oct 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Nov 6, 2012
Last observed: Sep 15, 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.