DFX Intelligence

J•••• M•••• I••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Consultant40 years in industry

J•••• M•••• I••••

Advisor at I•••• • A••••••••• L••

SUWANEE, GA

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Search this name across graphsid dfx:ria:f4c1f551-6771-ed72-7d35-1074e7283548

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 14, 2004 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: I•••• • A••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 18, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•••• • A••••••••• L••	State registered	Oct 21, 2025	n/a	yes	SUWANEE, GA	Current employment
O•••••••••	Institutional manager	May 12, 2017	Jul 3, 2025	no	Lilburn, GA\|OVERLAND PARK, KS\|Suwanee, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••••••••	I•••• • A••••••••• L••	Jul 3, 2025	Oct 21, 2025	110	Firm change	Other
A••••••• N••••••• A•••••••	O•••••••••	Jul 20, 2017	May 12, 2017

Relationships

Registered with (6)

→ I•••• • A••••••••• L••Registered adviserregistration: current employment
Oct 21, 2025 to presentfactForm ADV
→ O•••••••••Registered adviserregistration: previous registration
May 12, 2017 to Jul 3, 2025factForm ADV
→ A••••••• N••••••• A•••••••Registered adviserregistration: previous registration
Sep 11, 2014 to Jul 20, 2017factForm ADV
→ I••••••••• F•••••••• G••••• L••

Dated events

Occurred
Jul 3, 2025
Advisor changed firm
J•••• M•••• I•••• left Onedigital for I•••• • A••••••••• L•• (registered 2025-10-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f4c1f551-6771-ed72-7d35-1074e7283548
First observed: Apr 14, 2004
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.