DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

J•••••• M••••••• M•••••••

Advisor at A•• W••••• A•••••••

Gainesville, FL | ST. PETERSBURG, FL

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Search this name across graphsid dfx:ria:d6fd2598-84dd-c1f0-3c73-213c29961455

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 21, 2020 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: A•• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•• W••••• A•••••••	Independent wealth	Jun 14, 2022	n/a	yes	Gainesville, FL\|ST. PETERSBURG, FL	Current employment
H••••••• W••••• M••••••••• L••	Former SEC adviser	Aug 21, 2020	May 11, 2022	no	GAINESVILLE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••• W••••• M••••••••• L••	A•• W••••• A•••••••	May 11, 2022	Jun 14, 2022	34	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
138146:314882:FL:2022-05-11	May 11, 2022	Jun 14, 2022	GAINESVILLE, FL	Firm change

Relationships

Registered with (2)

→ A•• W••••• A•••••••Registered adviserregistration: current employment
Jun 14, 2022 to presentfactForm ADV
→ H••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 21, 2020 to May 11, 2022factForm ADV

Dated events

Occurred
May 11, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d6fd2598-84dd-c1f0-3c73-213c29961455
First observed: Aug 21, 2020
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.