DFX Intelligence

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

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RIA / WealthAdvisor37 years in industry

J•• M••••• C••••

Advisor at C•••• T••••••• W••••• M••••••••• I•••

FORT LAUDERDALE, FL

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Search this name across graphsid dfx:ria:b3e923cc-6d51-9ca7-8134-6b607106e37d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 2, 2002 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: C•••• T••••••• W••••• M••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 26, 1988earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• T••••••• W••••• M••••••••• I•••	State registered	Jan 25, 2010	n/a	yes	FORT LAUDERDALE, FL	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Aug 2, 2007	Jan 25, 2010	no	FORT LAUDERDALE, FL\|AVENTURA, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C•••• T••••••• W••••• M••••••••• I•••	Jan 25, 2010	Jan 25, 2010	0	Firm change	Wirehouse to state RIA
M••••• S•••••• • C•• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Aug 6, 2007

Relationships

Registered with (4)

→ C•••• T••••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Jan 25, 2010 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 2, 2007 to Jan 25, 2010factForm ADV
→ M••••• S•••••• • C•• L••Registered adviserregistration: previous registration
Apr 2, 2007 to Aug 6, 2007factForm ADV
→ M••••• S•••••• D• I•••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b3e923cc-6d51-9ca7-8134-6b607106e37d
First observed: Apr 2, 2002
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.