DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

J•••• M• S•••••••

Advisor at R•• W••••• B•••••••• I•••

••• Locked

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Search this name across graphsid dfx:ria:cfab565f-4890-8820-9f45-432c8f7bb76c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 1, 2006 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: R•• W••••• B•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• W••••• A••••••• L••	State registered	Jan 22, 2024	n/a	yes	CRANFORD, NJ	Current employment
R•• W••••• B•••••••• I•••	Independent wealth	Sep 5, 2018	n/a	yes	Cranford, NJ\|MONTCLAIR, NJ	Current employment

Relationships

Registered with (2)

→ T•• W••••• A••••••• L••Registered adviserregistration: current employment
Jan 22, 2024 to presentfactForm ADV
→ R•• W••••• B•••••••• I•••Registered adviserregistration: current employment
Sep 5, 2018 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cfab565f-4890-8820-9f45-432c8f7bb76c
First observed: Jun 1, 2006
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.