DFX Intelligence

J••• S•••••• D••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner35 years in industry

J••• S•••••• D••••

Advisor at M••••• C•••••• M••••••••• I•••

CHICAGO, IL

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Search this name across graphsid dfx:ria:ad96543d-351d-374a-0531-28db52a80fc1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 28, 1998 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••••• C•••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 4, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 28derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• C•••••• M••••••••• I•••	Independent wealth	Jan 28, 1998	n/a	yes	CHICAGO, IL	Current employment
M••••• C•••••• M••••••••• I•••	Independent wealth	Jan 28, 1998	Dec 31, 2002	no	ELMHURST, IL	Previous registration

Relationships

Registered with (1)

→ M••••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Jan 28, 1998 to Dec 31, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ad96543d-351d-374a-0531-28db52a80fc1
First observed: Jan 28, 1998
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.