DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner28 years in industry

J••••• M••• J••••••

Advisor at M••••••• C••••• W••••• S•••••••• I•••

Miamisburg, OH | WHEELING, WV

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Search this name across graphsid dfx:ria:be036f9c-fd26-6071-124c-f8cef3b218c2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 11, 2003 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••••• W••••• S•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 24, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• C••••• W••••• S•••••••• I•••	Independent wealth	Sep 10, 2020	n/a	yes	Miamisburg, OH\|WHEELING, WV	Current employment
L••••••• F•••••••• G••••• I•••	Former SEC adviser	Jun 21, 2011	Dec 1, 2020	no	DAYTON, OH\|MIAMISBURG, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••••• F•••••••• G••••• I•••	M••••••• C••••• W••••• S•••••••• I•••	Dec 1, 2020	Sep 10, 2020	-82	Firm change after gap	RIA to RIA
U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••	L••••••• F•••••••• G••••• I•••	Jun 3, 2008

Team moves

••• Locked

Team	Left	Joined	From	Kind
121376:135184:OH:2020-12-01	Dec 1, 2020	Sep 10, 2020	MIAMISBURG, OH	Firm change after gap

Relationships

Registered with (3)

→ M••••••• C••••• W••••• S•••••••• I•••Registered adviserregistration: current employment
Sep 10, 2020 to presentfactForm ADV
→ L••••••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Jun 21, 2011 to Dec 1, 2020factForm ADV
→ U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••Registered adviserregistration: previous registration
Apr 11, 2003 to Jun 3, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:be036f9c-fd26-6071-124c-f8cef3b218c2
First observed: Apr 11, 2003
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.