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

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RIA / WealthAdvisor28 years in industry

J••••• M•••••• F••••

Advisor at F•••• C•••••• M••••••••• L••

SEVERNA PARK, MD

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Search this name across graphsid dfx:ria:b578d4fd-f2cd-c5d6-1b91-8f2a85a20876

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 28, 2008 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: F•••• C•••••• M••••••••• 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: Aug 20, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom 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
F•••• C•••••• M••••••••• L••	State registered	Jan 21, 2025	n/a	yes	SEVERNA PARK, MD	Current employment
F•••• C•••••• M••••••••• L••	State registered	Jan 13, 2020	Dec 31, 2024	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
N••••••••• M••••• I••••••••• S•••••••••	F•••• C•••••• M••••••••• L••	Sep 24, 2009	Dec 9, 2010	441	Firm change after gap	Other

Relationships

Registered with (2)

→ F•••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 13, 2020 to Dec 31, 2024factForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Apr 28, 2008 to Sep 24, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b578d4fd-f2cd-c5d6-1b91-8f2a85a20876
First observed: Apr 28, 2008
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.