DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner41 years in industry

M•••••• J••••• C••••••••

Advisor at W•••••• J••••• C•••••• M••••••••• I•••

BRISTOL, CT | Rochester, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cb130927-0cf8-2388-5a66-32950a5c8ad5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 4, 2008 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: W•••••• J••••• C•••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 27, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• J••••• C•••••• M••••••••• I•••	Independent wealth	Nov 19, 2025	n/a	yes	BRISTOL, CT\|Rochester, NY	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Oct 11, 2024	Nov 19, 2025	no	SCOTTSDALE, AZ\|Ponte Vedra Beach, FL\|Rochester, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	W•••••• J••••• C•••••• M••••••••• I•••	Nov 19, 2025	Nov 19, 2025	0	Firm change	Ibd to RIA
A••••••• P••••••••• A•••••••• I••	O•••• W•••••• I•••	Oct 11, 2024	Oct 11, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
23131:226535:NY:2025-11-19	Nov 19, 2025	Nov 19, 2025	ROCHESTER, NY	Firm change

Relationships

Registered with (7)

→ W•••••• J••••• C•••••• M••••••••• I•••Registered adviserregistration: current employment
Nov 19, 2025 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Oct 11, 2024 to Nov 19, 2025factForm ADV
→ A••••••• P••••••••• A•••••••• I••Registered adviserregistration: previous registration
Jul 30, 2020 to Oct 11, 2024factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••

Dated events

Occurred
Nov 19, 2025
Advisor changed firm
M•••••• J••••• C•••••••• left O•••• W•••••• I••• for W•••••• J••••• C•••••• M••••••••• I••• (registered 2025-11-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cb130927-0cf8-2388-5a66-32950a5c8ad5
First observed: Apr 4, 2008
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.