DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

M••• J•••• P•••••

Advisor at C•••••• W••••• M••••••••• L••

NAPERVILLE, IL

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Search this name across graphsid dfx:ria:cde4e41f-578f-9be2-a579-deb379e19a9a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: May 10, 2016 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: C•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 21, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• W••••• M••••••••• L••	Independent wealth	Aug 9, 2024	n/a	yes	NAPERVILLE, IL	Current employment
G•••• V••••• A•••••• G••••• L••	Independent wealth	Jan 6, 2023	Jul 22, 2024	no	Berwyn, PA\|BERWYN, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••• V••••• A•••••• G••••• L••	C•••••• W••••• M••••••••• L••	Jul 22, 2024	Aug 9, 2024	18	Firm change	RIA to RIA
B••••••••• C•••••• M••••••••• L••	G•••• V••••• A•••••• G••••• L••	Feb 7, 2022	Jan 6, 2023

Relationships

Registered with (3)

→ C•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Aug 9, 2024 to presentfactForm ADV
→ G•••• V••••• A•••••• G••••• L••Registered adviserregistration: previous registration
Jan 6, 2023 to Jul 22, 2024factForm ADV
→ B••••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
May 10, 2016 to Feb 7, 2022factForm ADV

Dated events

Occurred
Jul 22, 2024
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 7, 2022
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cde4e41f-578f-9be2-a579-deb379e19a9a
First observed: May 10, 2016
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.