DFX Intelligence

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

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RIA / WealthAdvisor28 years in industry

J•• M•••••• M•••••

Advisor at P•••••• W••••• A•••••••• I•••

OMAHA, NE | LINCOLN, NE

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Search this name across graphsid dfx:ria:c1ff6052-be00-249f-f9f9-8b01a11bfa54

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 7, 2021 to Sep 15, 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•••••• W••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• W••••• A•••••••• I•••	Independent wealth	May 4, 2026	n/a	yes	LINCOLN, NE\|OMAHA, NE	Current employment
R•• C•••••• M••••••• L••	National bd RIA	Oct 7, 2021	May 21, 2026	no	LINCOLN, NE\|Lincoln, NE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•• C•••••• M••••••• L••	P•••••• W••••• A•••••••• I•••	May 21, 2026	May 4, 2026	-17	Firm change	Ibd to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
31194:165266:NE:2026-05-13	May 21, 2026	May 4, 2026	LINCOLN, NE	Firm change

Relationships

Registered with (2)

→ P•••••• W••••• A•••••••• I•••Registered adviserregistration: current employment
May 4, 2026 to presentfactForm ADV
→ R•• C•••••• M••••••• L••Registered adviserregistration: previous registration
Oct 7, 2021 to May 21, 2026factForm ADV

Dated events

Occurred
May 21, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c1ff6052-be00-249f-f9f9-8b01a11bfa54
First observed: Oct 7, 2021
Last observed: Sep 15, 2026 7 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.