J••• D••• M••

Advisor at R••••••• • A•••••••••

HUDSON, OH

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:a7cf4963-8515-9f8c-544b-2319821701f5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 9, 2015 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: R••••••• • A•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••••• • A•••••••••	Independent wealth	Aug 16, 2018	n/a	yes	HUDSON, OH	Current employment
R••• F•••••••• S•••••••• I•••	Independent wealth	Jun 9, 2015	Jan 22, 2018	no	CLEVELAND, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••• F•••••••• S•••••••• I•••	R••••••• • A•••••••••	Jan 22, 2018	Aug 16, 2018	206	Firm change	Other

Relationships

Registered with (2)

→ R••••••• • A•••••••••Registered adviserregistration: current employment
Aug 16, 2018 to presentfactForm ADV
→ R••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jun 9, 2015 to Jan 22, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a7cf4963-8515-9f8c-544b-2319821701f5
First observed: Jun 9, 2015
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.