DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

M•••••• J• M••••••

Advisor at M•••••• C•••••• A••••••• L••

MILFORD, OH

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Search this name across graphsid dfx:ria:ae3f424a-302d-4f8b-5549-63703882d9c5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 13, 2017 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•••••• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 7, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• C•••••• A••••••• L••	Independent wealth	Oct 28, 2019	n/a	yes	MILFORD, OH	Current employment
G••••• R•••••• R••••••••• L••	Independent wealth	Dec 13, 2017	Jun 21, 2019	no	DUBLIN, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• R•••••• R••••••••• L••	M•••••• C•••••• A••••••• L••	Jun 21, 2019	Oct 28, 2019	129	Firm change	RIA to RIA

Relationships

Registered with (2)

→ M•••••• C•••••• A••••••• L••Registered adviserregistration: current employment
Oct 28, 2019 to presentfactForm ADV
→ G••••• R•••••• R••••••••• L••Registered adviserregistration: previous registration
Dec 13, 2017 to Jun 21, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ae3f424a-302d-4f8b-5549-63703882d9c5
First observed: Dec 13, 2017
Last observed: Sep 14, 2026 9 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.