DFX Intelligence

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

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RIA / WealthAdvisor34 years in industry

D•••• J•• M•••••

Advisor at O••••• I•••••••••

MEDFIELD, MA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 12:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 1
Observed: Jul 16, 2000 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

D•••• J•• M•••••

Venture principal · Key CRD individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: O••••• I•••••••••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Jul 1, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O••••• I•••••••••	Former SEC adviser	Feb 7, 2017	n/a	yes	MEDFIELD, MA	Current employment
I••••••••• L••	Asset manager	Sep 13, 2012	Oct 11, 2022	no	CHARLOTTE, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• L••	O••••• I•••••••••	Oct 11, 2022	Feb 7, 2017	-2,072	Firm change after gap	Other
M•• A•••• M•••••••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Jan 8, 2018	Jan 2, 2009

Relationships

Registered with (8)

→ O••••• I•••••••••Registered adviserregistration: current employment
Feb 7, 2017 to presentfactForm ADV
→ I••••••••• L••Registered adviserregistration: previous registration
Sep 13, 2012 to Oct 11, 2022factForm ADV
→ M•• A•••• M•••••••••Registered adviserregistration: previous registration
Mar 6, 2007 to Jan 8, 2018factForm ADV
→ C•••••• S••••••••• M••••••••• I•••

Dated events

Order

Occurred
11 Oct 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 16, 2000
Last observed: Sep 14, 2026 10 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.