DFX Intelligence

M•••••• R••• N•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

M•••••• R••• N•••••

Advisor at N•••• W••••• M••••••••• L••

FORT WORTH, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 21, 2024 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: N•••• W••••• 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: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N•••• W••••• M••••••••• L••	Independent wealth	Jan 28, 2026	n/a	yes	FORT WORTH, TX	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Feb 21, 2024	Jun 15, 2024	no	Fort Worth, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	N•••• W••••• M••••••••• L••	Jun 15, 2024	Jan 28, 2026	592	Firm change after gap	Wirehouse to RIA

Relationships

Registered with (2)

→ N•••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 28, 2026 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Feb 21, 2024 to Jun 15, 2024factForm ADV

Dated events

Order

Occurred
15 Jun 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 21, 2024
Last observed: Sep 14, 2026 10 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.