DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)39 years in industry

J••••••• D•••• M•••••

Advisor at P••• V••••• I•••••••••

MARLTON, NJ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 2, 2004 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: P••• V••••• I•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 8, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom 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
P••• V••••• I•••••••••	Independent wealth	Oct 10, 2018	n/a	yes	MARLTON, NJ	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	May 1, 2009	Oct 9, 2018	no	MOUNT LAUREL, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	P••• V••••• I•••••••••	Oct 9, 2018	Oct 10, 2018	1	Firm change	Wirehouse to RIA
C•••••••• G••••• M•••••• I•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	May 21, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:173995:NJ:2018-10-09	Oct 9, 2018	Oct 10, 2018	MOUNT LAUREL, NJ	Firm change

Relationships

Registered with (4)

→ P••• V••••• I•••••••••Registered adviserregistration: current employment
Oct 10, 2018 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
May 1, 2009 to Oct 9, 2018factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Jan 14, 2005 to May 21, 2009factForm ADV
→ M••••• S•••••• D• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 2, 2004
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.