DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner37 years in industry

J••• M••••••• C••••••

Advisor at A•••• F••••••••• I•••

SNOWMASS VILLAGE, CO

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Search this name across graphsid dfx:ria:9da5a557-26d9-5911-42e1-da08284621f0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 1, 1999 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: A•••• F••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 1, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• F••••••••• I•••	State registered	Jan 5, 2023	n/a	yes	SNOWMASS VILLAGE, CO	Current employment
A•••• F••••••••• I•••	State registered	Sep 23, 2015	Dec 31, 2022	no	SNOWMASS VILLAGE, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	A•••• F••••••••• I•••	Dec 3, 2015	Sep 23, 2015	-71	Firm change after gap	Other

Relationships

Registered with (2)

→ A•••• F••••••••• I•••Registered adviserregistration: previous registration
Sep 23, 2015 to Dec 31, 2022factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jan 1, 1999 to Dec 3, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9da5a557-26d9-5911-42e1-da08284621f0
First observed: Jan 1, 1999
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.