DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

F•••••• J• D••••••

Advisor at A•• A•••• M••••••••• L••

BUSHKILL, PA

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Search this name across graphsid dfx:ria:e91cfc61-a7d6-c424-2583-a595078a078b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 18, 2017 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•• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•• A•••• M••••••••• L••	Independent wealth	Sep 3, 2020	n/a	yes	BUSHKILL, PA	Current employment
R••• A•••• M••••••••• L••	Former SEC adviser	Dec 18, 2017	Dec 31, 2020	no	Bushkill, PA\|MAPLEWOOD, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••• A•••• M••••••••• L••	A•• A•••• M••••••••• L••	Dec 31, 2020	Sep 3, 2020	-119	Firm change after gap	RIA to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
157823:310360:NJ:2020-12-31	Dec 31, 2020	Sep 3, 2020	MAPLEWOOD, NJ	Firm change after gap

Relationships

Registered with (2)

→ A•• A•••• M••••••••• L••Registered adviserregistration: current employment
Sep 3, 2020 to presentfactForm ADV
→ R••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Dec 18, 2017 to Dec 31, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e91cfc61-a7d6-c424-2583-a595078a078b
First observed: Dec 18, 2017
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.