DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

M•••• J••• W••••

Advisor at I•• C••••••• L••

FOSTER CITY, CA

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Search this name across graphsid dfx:ria:9dbfcba5-af75-ce3e-ebf7-0dc518887986

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 26, 2005 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: I•• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•• C••••••• L••	Independent wealth	Feb 27, 2020	n/a	yes	FOSTER CITY, CA	Current employment
F••••• I•••••••••	Independent wealth	Apr 26, 2005	Feb 18, 2020	no	SAN MATEO, CA\|PLANO, TX\|WOODSIDE, CA\|PLANO, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••• I•••••••••	I•• C••••••• L••	Feb 18, 2020	Feb 27, 2020	9	Firm change	RIA to RIA

Relationships

Registered with (2)

→ I•• C••••••• L••Registered adviserregistration: current employment
Feb 27, 2020 to presentfactForm ADV
→ F••••• I•••••••••Registered adviserregistration: previous registration
Apr 26, 2005 to Feb 18, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9dbfcba5-af75-ce3e-ebf7-0dc518887986
First observed: Apr 26, 2005
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.