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

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RIA / WealthAdvisorCertified Financial Planner32 years in industry

M••• J••• D•••••••••

Advisor at M••••••• F•••••••• S•••••••••

BRUNSWICK, GA

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Search this name across graphsid dfx:ria:fbf76078-f5e4-f243-bab2-eae528084f47

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 10, 2003 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: M••••••• F•••••••• S•••••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 19, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• F•••••••• S•••••••••	State registered	Feb 24, 2026	n/a	yes	BRUNSWICK, GA	Current employment
M••••••• F•••••••• S•••••••••	State registered	Nov 29, 2012	Dec 31, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
T•• S•••••••• F•••••••• A•••••••	M••••••• F•••••••• S•••••••••	Dec 31, 2012	Nov 29, 2012	-32	Firm change after gap	Other
C••••• A••••••• L••	T•• S•••••••• F•••••••• A•••••••	Oct 18, 2007

Relationships

Registered with (4)

→ M••••••• F•••••••• S•••••••••Registered adviserregistration: previous registration
Nov 29, 2012 to Dec 31, 2025factForm ADV
→ T•• S•••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Oct 16, 2007 to Dec 31, 2012factForm ADV
→ C••••• A••••••• L••Registered adviserregistration: previous registration
Jan 1, 2004 to Oct 18, 2007factForm ADV
→ I•• A••••••• S••••••• I••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fbf76078-f5e4-f243-bab2-eae528084f47
First observed: Apr 10, 2003
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.