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D••••• V••••••• J••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor20 years in industry

D••••• V••••••• J••••••

Advisor at M•••••• I••••••••• L••

WINTER PARK, FL

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Search this name across graphsid dfx:ria:a0560719-9cf5-104e-82b1-9a7969c7ad54

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 19, 2006 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•••••• I••••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Jan 17, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• I••••••••• L••	Other adviser	Nov 4, 2008	n/a	yes	WINTER PARK, FL	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jan 19, 2006	Jun 3, 2008	no	JACKSONVILLE, FL\|JACKSONVILLE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M•••••• I••••••••• L••	Jun 3, 2008	Nov 4, 2008	154	Firm change	Wirehouse to new firm

Relationships

Registered with (2)

→ M•••••• I••••••••• L••Registered adviserregistration: current employment
Nov 4, 2008 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jan 19, 2006 to Jun 3, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a0560719-9cf5-104e-82b1-9a7969c7ad54
First observed: Jan 19, 2006
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.