DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultant18 years in industry

M•••••• J• M•••••••

Advisor at E•••••• A•••••••• L••

BELLEVUE, WA

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Search this name across graphsid dfx:ria:f609a99b-5232-cb51-0474-5fd66c8c05aa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 30, 2008 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: E•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 28, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• A•••••••• L••	Independent wealth	Oct 16, 2025	n/a	yes	BELLEVUE, WA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jun 30, 2008	Oct 3, 2025	no	BELLEVUE, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	E•••••• A•••••••• L••	Oct 3, 2025	Oct 16, 2025	13	Firm change	Wirehouse to RIA
M••••• S•••••• • C•• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Apr 29, 2008	Jun 30, 2008

Relationships

Registered with (3)

→ E•••••• A•••••••• L••Registered adviserregistration: current employment
Oct 16, 2025 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jun 30, 2008 to Oct 3, 2025factForm ADV
→ M••••• S•••••• • C•• L••Registered adviserregistration: previous registration
Jan 30, 2008 to Apr 29, 2008factForm ADV

Dated events

Occurred
Oct 3, 2025
Advisor changed firm
M•••••• J• M••••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for E•••••• A•••••••• L•• (registered 2025-10-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f609a99b-5232-cb51-0474-5fd66c8c05aa
First observed: Jan 30, 2008
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.