DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

W•••••• J••• C•••••••

Advisor at M••• C••••••

Dallas, TX | ANNAPOLIS, MD

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Search this name across graphsid dfx:ria:e80cb282-2885-24cc-8c01-d6c835516600

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 5, 2022 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••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••• C••••••	Independent wealth	Jun 2, 2023	n/a	yes	Dallas, TX\|ANNAPOLIS, MD	Current employment
C••••• A•••••• N••••••• L••	Former SEC adviser	Jan 5, 2022	Jun 5, 2023	no	DALLAS, TX\|ANNAPOLIS, MD\|DALLAS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• A•••••• N••••••• L••	M••• C••••••	Jun 5, 2023	Jun 2, 2023	-3	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ M••• C••••••Registered adviserregistration: current employment
Jun 2, 2023 to presentfactForm ADV
→ C••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
Jan 5, 2022 to Jun 5, 2023factForm ADV

Dated events

Occurred
Jun 5, 2023
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e80cb282-2885-24cc-8c01-d6c835516600
First observed: Jan 5, 2022
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.