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

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RIA / WealthAdvisor19 years in industry

J•••• M• C••••

Advisor at C•••••• A••••••• S•••••••• L••

Milford, NH

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Search this name across graphsid dfx:ria:a0143cca-a47b-5404-9c3a-f4ce7e45eb72

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 22, 2013 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: C•••••• A••••••• S•••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• A••••••• S•••••••• L••	Independent wealth	Jun 14, 2019	n/a	yes	Milford, NH	Current employment
V••••• C•••••• M••••••••• L••	Independent wealth	Jun 30, 2014	Jun 18, 2019	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
V••••• C•••••• M••••••••• L••	C•••••• A••••••• S•••••••• L••	Jun 18, 2019	Jun 14, 2019	-4	Firm change	RIA to RIA
C•••••• A••••••• S•••••••• L••	V••••• C•••••• M••••••••• L••	Sep 16, 2014

Relationships

Registered with (3)

→ C•••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 25, 2014 to Sep 16, 2014factForm ADV
→ V••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 30, 2014 to Jun 18, 2019factForm ADV
→ O••••••• A••••••• A•• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 22, 2013 to May 9, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a0143cca-a47b-5404-9c3a-f4ce7e45eb72
First observed: Aug 22, 2013
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.