DFX Intelligence

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

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RIA / WealthAdvisor39 years in industry

J••• D•••• L••••

Advisor at M•• C•••••• M••••••••• L••

Naples, FL

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Search this name across graphsid dfx:ria:e4ce11be-d98b-e52e-d0a6-6e75afda3a3b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 12, 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: M•• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 9, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• C•••••• M••••••••• L••	Independent wealth	Nov 27, 2022	n/a	yes	Naples, FL	Current employment
C••••• A••••••• L••	Former SEC adviser	Sep 12, 2016	Oct 6, 2022	no	NAPLES, FL\|GREENWOOD VILLAGE, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• A••••••• L••	M•• C•••••• M••••••••• L••	Oct 6, 2022	Nov 27, 2022	52	Firm change	Ibd to RIA
I•••••••• C•••••• A•••••••	C••••• A••••••• L••	Oct 3, 2016	Sep 12, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
30613:10299:MA:2016-10-03	Oct 3, 2016	Sep 12, 2016	LYNNFIELD, MA	Firm change

Relationships

Registered with (3)

→ M•• C•••••• M••••••••• L••Registered adviserregistration: current employment
Nov 27, 2022 to presentfactForm ADV
→ C••••• A••••••• L••Registered adviserregistration: previous registration
Sep 12, 2016 to Oct 6, 2022factForm ADV
→ I•••••••• C•••••• A•••••••Registered adviserregistration: previous registration
Feb 12, 2008 to Oct 3, 2016factForm ADV

Dated events

Occurred
Oct 6, 2022
Advisor changed firm
J••• D•••• L•••• left C••••• A••••••• L•• for M•• C•••••• M••••••••• L•• (registered 2022-11-27)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e4ce11be-d98b-e52e-d0a6-6e75afda3a3b
First observed: Feb 12, 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.