DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

J•••• M•••••• C•••••••

Advisor at J•• A•••• M••••••••• L••

ROSENBERG, TX

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Search this name across graphsid dfx:ria:a3dd971e-62ae-113f-b9ce-13d357894206

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 10, 2000 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: J•• A•••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 10, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•• A•••• M••••••••• L••	State registered	Mar 13, 2018	n/a	yes	ROSENBERG, TX	Current employment
F•••• I••••••••• M•••••••••	Independent wealth	Jan 16, 2012	Feb 14, 2018	no	HOUSTON, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• I••••••••• M•••••••••	J•• A•••• M••••••••• L••	Feb 14, 2018	Mar 13, 2018	27	Firm change	Other
C•••••• S••••• • C••• I•••	F•••• I••••••••• M•••••••••	Nov 23, 2004	Jan 16, 2012

Relationships

Registered with (3)

→ J•• A•••• M••••••••• L••Registered adviserregistration: current employment
Mar 13, 2018 to presentfactForm ADV
→ F•••• I••••••••• M•••••••••Registered adviserregistration: previous registration
Jan 16, 2012 to Feb 14, 2018factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Jul 10, 2000 to Nov 23, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a3dd971e-62ae-113f-b9ce-13d357894206
First observed: Jul 10, 2000
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.