DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

J•••• L•••••• M••••

Advisor at A•••• T••• A•••• M••••••••• L••

FORT WAYNE, IN

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Search this name across graphsid dfx:ria:fc166f2d-7cf5-95e8-9e0f-a0662d6a4f1c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 23, 2010 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: A•••• T••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 28, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• T••• A•••• M••••••••• L••	Independent wealth	Dec 14, 2023	n/a	yes	FORT WAYNE, IN	Current employment
M••••• Z••••• F•••••••• G••••	n/a	Nov 23, 2010	Dec 31, 2023	no	HAMILTON, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• Z••••• F•••••••• G••••	A•••• T••• A•••• M••••••••• L••	Dec 31, 2023	Dec 14, 2023	-17	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
152627:298437:IN:2023-12-31	Dec 31, 2023	Dec 14, 2023	HAMILTON, IN	Firm change

Relationships

Registered with (2)

→ A•••• T••• A•••• M••••••••• L••Registered adviserregistration: current employment
Dec 14, 2023 to presentfactForm ADV
→ M••••• Z••••• F•••••••• G••••Registered adviserregistration: previous registration
Nov 23, 2010 to Dec 31, 2023factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
J•••• L•••••• M•••• left M••••• Z••••• F•••••••• G•••• for A•••• T••• A•••• M••••••••• L•• (registered 2023-12-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fc166f2d-7cf5-95e8-9e0f-a0662d6a4f1c
First observed: Nov 23, 2010
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.