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

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RIA / WealthAdvisorChartered Financial Consultant38 years in industry

J•• D•••• A••••••

Advisor at M•••••• I•••••••••

Plainfield, NJ | Wellesley, MA | Clark, NJ

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Search this name across graphsid dfx:ria:e57a2391-260c-67d1-4969-6696202fd53b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 27, 2003 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: M•••••• I•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 26, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• I•••••••••	I•••••••••_WEALTH	Sep 23, 2024	n/a	yes	Plainfield, NJ\|Clark, NJ\|Wellesley, MA	Current employment
P••••••• C•••••• M••••••••• C••••	Former SEC adviser	Jun 30, 2008	Sep 20, 2024	no	PLAINFIELD, NJ\|PAOLI, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••• C•••••• M••••••••• C••••	M•••••• I•••••••••	Sep 20, 2024	Sep 23, 2024	3	Firm change	RIA to RIA
M••••• S•••••• C•••••••••	P••••••• C•••••• M••••••••• C••••	Jun 12, 2006	Jun 30, 2008

Relationships

Registered with (3)

→ M•••••• I•••••••••Registered adviserregistration: current employment
Sep 23, 2024 to presentfactForm ADV
→ P••••••• C•••••• M••••••••• C••••Registered adviserregistration: previous registration
Jun 30, 2008 to Sep 20, 2024factForm ADV
→ M••••• S•••••• C•••••••••Registered adviserregistration: previous registration
Mar 27, 2003 to Jun 12, 2006factForm ADV

Dated events

Occurred
Sep 20, 2024
Advisor changed firm
J•• D•••• A•••••• left P••••••• C•••••• M••••••••• C•••• for M•••••• I••••••••• (registered 2024-09-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e57a2391-260c-67d1-4969-6696202fd53b
First observed: Mar 27, 2003
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.