DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

R•••• J••••• F•••••••

Advisor at P••••••••• W••••• M••••••••• L••

BOCA RATON, FL | Nashville, TN

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Search this name across graphsid dfx:ria:f18dee74-9392-6707-0ea6-12b9f80dd0a1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 23, 2015 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: P••••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••••• W••••• M••••••••• L••	Independent wealth	Jan 1, 2025	n/a	yes	BOCA RATON, FL\|Nashville, TN	Current employment
M•• C•••••• M••••••••• L••	Independent wealth	Apr 15, 2021	Dec 8, 2021	no	Reston, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• C•••••• M••••••••• L••	P••••••••• W••••• M••••••••• L••	Dec 8, 2021	Jan 1, 2025	1,120	Firm change after gap	RIA to RIA
A•• C••••••• L••	M•• C•••••• M••••••••• L••	Dec 10, 2020	Apr 15, 2021

Relationships

Registered with (5)

→ P••••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ M•• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 15, 2021 to Dec 8, 2021factForm ADV
→ A•• C••••••• L••Registered adviserregistration: previous registration
Jul 6, 2020 to Dec 10, 2020factForm ADV
→ W•••• F•••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f18dee74-9392-6707-0ea6-12b9f80dd0a1
First observed: Nov 23, 2015
Last observed: Sep 15, 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.