DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

R••• J•••• M••••••

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

MT PLEASANT, SC | Boston, MA

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Search this name across graphsid dfx:ria:b88b8017-c0dd-d342-d4c9-290ae371e3a8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 11, 2018 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••••••••• C••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• C•••••• M••••••••• C••	Asset manager	Nov 7, 2023	n/a	yes	Boston, MA\|MT PLEASANT, SC	Current employment
M••••• C•••••• A•••••••• L••	Independent wealth	Jan 11, 2022	Sep 21, 2023	no	Boston, MA\|RALEIGH, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• C•••••• A•••••••• L••	M••••• C•••••• M••••••••• C••	Sep 21, 2023	Nov 7, 2023	47	Firm change	Other
B•••••••• A•••• M••••••••• L••	M••••• C•••••• A•••••••• L••	Oct 15, 2021	Jan 11, 2022

Relationships

Registered with (3)

→ M••••• C•••••• M••••••••• C••Registered adviserregistration: current employment
Nov 7, 2023 to presentfactForm ADV
→ M••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 11, 2022 to Sep 21, 2023factForm ADV
→ B•••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Dec 11, 2018 to Oct 15, 2021factForm ADV

Dated events

Occurred
Sep 21, 2023
Advisor changed firm
R••• J•••• M•••••• left M••••• C•••••• A•••••••• L•• for M••••• C•••••• M••••••••• C•• (registered 2023-11-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b88b8017-c0dd-d342-d4c9-290ae371e3a8
First observed: Dec 11, 2018
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.