DFX Intelligence

J••••••• P••• Y•••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor19 years in industry

J••••••• P••• Y•••••

Advisor at M••••••• F•••••••• G••••

VESTAVIA HILLS, AL | BOSTON, MA

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:a89d67ac-eb7a-2db3-472e-fb05dadbd2cc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jun 26, 2008 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: M••••••• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 26, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• F•••••••• G••••	Independent wealth	Sep 22, 2025	n/a	yes	BOSTON, MA\|VESTAVIA HILLS, AL	Current employment
N•••••• A•••••••	Bd affiliated wealth	Jan 10, 2024	Sep 22, 2025	no	Boston, MA\|Vestavia, AL\|NEW ORLEANS, LA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••• A•••••••	M••••••• F•••••••• G••••	Sep 22, 2025	Sep 22, 2025	0	Firm change	Ibd to new firm
R•• A•••••••• L••	N•••••• A•••••••	Dec 26, 2023	Jan 8, 2024

Relationships

Registered with (5)

→ M••••••• F•••••••• G••••Registered adviserregistration: current employment
Sep 22, 2025 to presentfactForm ADV
→ N•••••• A•••••••Registered adviserregistration: previous registration
Jan 10, 2024 to Sep 22, 2025factForm ADV
→ R•• A•••••••• L••Registered adviserregistration: previous registration
Sep 19, 2018 to Dec 26, 2023factForm ADV
→ E•••••••• A•••••••• L••

Dated events

Occurred
Sep 22, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 26, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a89d67ac-eb7a-2db3-472e-fb05dadbd2cc
First observed: Jun 26, 2008
Last observed: Sep 15, 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.