DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)14 years in industry

T••••••• J• C•••••••

Advisor at M••••••

Palm Beach Gardens, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 3, 2012 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••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 29, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Jul 24, 2019	n/a	yes	Palm Beach Gardens, FL	Current employment
M•••••• W••••• A•••••••	Former SEC adviser	Jun 21, 2016	Dec 31, 2018	no	Fort Lauderdale, FL\|OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• W••••• A•••••••	M••••••	Dec 31, 2018	Jul 24, 2019	205	Firm change	RIA to ibd
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M•••••• W••••• A•••••••	May 31, 2016	Jun 21, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
171018:140195:KS:2018-12-31	Dec 31, 2018	Jul 24, 2019	OVERLAND PARK, KS	Firm change

Relationships

Registered with (4)

→ M••••••Registered adviserregistration: current employment
Jul 24, 2019 to presentfactForm ADV
→ M•••••• W••••• A•••••••Registered adviserregistration: previous registration
Jun 21, 2016 to Dec 31, 2018factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Mar 17, 2014 to May 31, 2016factForm ADV
→ P•• W••••• M•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 3, 2012
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.