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J••• W•••• A•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor30 years in industry

J••• W•••• A•••••••

Advisor at M•••••••• A••••••• G••••• L••

WASHINGTON, IL

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Search this name across graphsid dfx:ria:a945e4ed-20e5-a218-6458-0d63a2a48e74

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 23, 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: M•••••••• A••••••• G••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 9, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms

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
M•••••••• A••••••• G••••• L••	State registered	Jul 2, 2020	n/a	yes	WASHINGTON, IL	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Nov 17, 2010	Jul 2, 2020	no

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
C•••••••• I••••••••• R••••••• A•••••••• I•••	M•••••••• A••••••• G••••• L••	Jul 2, 2020	Jul 2, 2020	0	Firm change	Ibd to state RIA
B••••• I••••••••• A••••••• L••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Nov 5, 2010

Relationships

Registered with (5)

→ M•••••••• A••••••• G••••• L••Registered adviserregistration: current employment
Jul 2, 2020 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Nov 17, 2010 to Jul 2, 2020factForm ADV
→ B••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Feb 10, 2009 to Nov 5, 2010factForm ADV
→ L•• F•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a945e4ed-20e5-a218-6458-0d63a2a48e74
First observed: Mar 23, 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.