DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

J••• W•••••• P•••••••

Advisor at M•• C•••••• M••••••••• L••

CLEVELAND, OH | Berwyn, PA

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Search this name across graphsid dfx:ria:d77854b8-960d-ba41-8005-1cac41404ecf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 14, 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: M•• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• C•••••• M••••••••• L••	Independent wealth	Oct 31, 2024	n/a	yes	CLEVELAND, OH\|Berwyn, PA	Current employment
H••••••• P•••••••• L••	Former SEC adviser	Jan 14, 2020	Oct 28, 2024	no	BERWYN, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••• P•••••••• L••	M•• C•••••• M••••••••• L••	Oct 28, 2024	Oct 31, 2024	3	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
298729:109807:PA:2024-10-28	Oct 28, 2024	Oct 31, 2024	BERWYN, PA	Firm change

Relationships

Registered with (2)

→ M•• C•••••• M••••••••• L••Registered adviserregistration: current employment
Oct 31, 2024 to presentfactForm ADV
→ H••••••• P•••••••• L••Registered adviserregistration: previous registration
Jan 14, 2020 to Oct 28, 2024factForm ADV

Dated events

Occurred
Oct 28, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d77854b8-960d-ba41-8005-1cac41404ecf
First observed: Jan 14, 2020
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.