DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

M••••• C•••••• J••••••• L•••

Advisor at M•••• L••• • W•••••• L••

PLANO, TX

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Search this name across graphsid dfx:ria:a6d42736-3bf5-c333-dfb1-7bb3ce209b54

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 4, 2018 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•••• L••• • W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• L••• • W•••••• L••	Independent wealth	Dec 22, 2023	n/a	yes	PLANO, TX	Current employment
E••••• J••••	National bd RIA	Sep 4, 2018	Feb 22, 2022	no	Maryland Heights, MO\|Abilene, TX\|ST LOUIS, MO\|WYLIE, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	M•••• L••• • W•••••• L••	Feb 22, 2022	Dec 22, 2023	668	Firm change after gap	Ibd to RIA

Relationships

Registered with (2)

→ M•••• L••• • W•••••• L••Registered adviserregistration: current employment
Dec 22, 2023 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Sep 4, 2018 to Feb 22, 2022factForm ADV

Dated events

Occurred
Feb 22, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a6d42736-3bf5-c333-dfb1-7bb3ce209b54
First observed: Sep 4, 2018
Last observed: Sep 14, 2026 9 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.