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M••• J• S••••••• M•• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

M••• J• S••••••• M•• L••

CRD 113145

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Search this name across graphsid dfx:ria:ad1719d8-1078-a471-5330-5afd3fa7a955

Data as of Mar 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 0
Observed: Mar 8, 2026 to Mar 8, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $24.1MItem 5.F on the latest filing (2026-03-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $24.1M
Private client RAUM: $24.1MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees

Relationships

No published relationship touches this entity yet.

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ad1719d8-1078-a471-5330-5afd3fa7a955
First observed: Mar 8, 2026
Last observed: Mar 8, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds 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.