DFX Intelligence

Data Factory

RIA / WealthAdvisor29 years in industry

MARK DANIEL LABLANCE

Advisor at WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.

BRISTOL, CT | Fort Myers, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a42b8947-e060-1c71-2c5f-7edc8109df10

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 8, 2007 to Sep 15, 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: WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.
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: Apr 24, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Apr 24, 1997
First registration: Feb 8, 2007
Dual registered: no
IAPD individual key: 2437487

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
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.	Independent wealth	Dec 6, 2024	n/a	yes	Fort Myers, FL\|BRISTOL, CT	Current employment
LABLANCE FINANCIAL GROUP, LLC	n/a	Dec 17, 2020	Dec 16, 2024	no	FORT MYERS, FL	Previous registration
M1 CAPITAL MANAGEMENT LLC	Independent wealth	Jun 4, 2015	Jan 4, 2021	no	NAPERVILLE, IL\|NAPERVILLE, IL\|Harbor Springs, MI\|Harbor Springs, MI\|Alanson, MI	Previous registration
FMSI ADVISERS	Former SEC adviser	Aug 11, 2011	Jun 5, 2015	no	NAPERVILLE, IL\|BLOOMINGTON, IL\|BLOOMINGTON, IL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 24, 2009	Aug 24, 2011	no	LISLE, IL	Previous registration
ADVANCE CAPITAL MANAGEMENT INC	Independent wealth	Feb 8, 2007	Sep 15, 2009	no	LISLE, IL\|SOUTHFIELD, MI	Previous registration

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
LABLANCE FINANCIAL GROUP, LLC	WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.	Dec 16, 2024	Dec 6, 2024	-10	Firm change	Other
M1 CAPITAL MANAGEMENT LLC	LABLANCE FINANCIAL GROUP, LLC	Jan 4, 2021	Dec 17, 2020	-18	Firm change	Other
FMSI ADVISERS	M1 CAPITAL MANAGEMENT LLC	Jun 5, 2015	Jun 4, 2015	-1	Firm change	Other
LPL FINANCIAL LLC	FMSI ADVISERS	Aug 24, 2011	Aug 11, 2011	-13	Firm change	Other
ADVANCE CAPITAL MANAGEMENT INC	LPL FINANCIAL LLC	Sep 15, 2009	Sep 24, 2009	9	Firm change	Other

Relationships

Registered with (6)

→ WILLIAM JOSEPH CAPITAL MANAGEMENT, INC.Registered adviserregistration: current employment
Dec 6, 2024 to presentfactForm ADV
→ LABLANCE FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Dec 17, 2020 to Dec 16, 2024factForm ADV
→ M1 CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jun 4, 2015 to Jan 4, 2021factForm ADV
→ FMSI ADVISERSRegistered adviserregistration: previous registration
Aug 11, 2011 to Jun 5, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 24, 2009 to Aug 24, 2011factForm ADV
→ ADVANCE CAPITAL MANAGEMENT INCRegistered adviserregistration: previous registration
Feb 8, 2007 to Sep 15, 2009factForm ADV

Dated events

Occurred
Dec 16, 2024
Advisor changed firm
Mark Daniel Lablance left Lablance Financial Group, Llc for William Joseph Capital Management, Inc. (registered 2024-12-06)
Form ADVobserved 3 days ago