DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

J••• D••••• J•••••••

Advisor at M• A••••••• G••••• L••

DOVER, MA

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Search this name across graphsid dfx:ria:c19bbf02-cbab-b092-58b9-9b52bfdf2532

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 7, 2007 to Sep 19, 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• A••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 8, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M• A••••••• G••••• L••	Independent wealth	Mar 11, 2011	n/a	yes	DOVER, MA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Feb 7, 2007	Mar 11, 2011	no	ATKINSON, NH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	M• A••••••• G••••• L••	Mar 11, 2011	Mar 11, 2011	0	Firm change	Other

Relationships

Registered with (2)

→ M• A••••••• G••••• L••Registered adviserregistration: current employment
Mar 11, 2011 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Feb 7, 2007 to Mar 11, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c19bbf02-cbab-b092-58b9-9b52bfdf2532
First observed: Feb 7, 2007
Last observed: Sep 19, 2026 3 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.