DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)13 years in industry

J••••• E•• M•••••••

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

SAFETY HARBOR, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 21, 2018 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•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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
M•• F•••••••• S•••••••• L••	Independent wealth	Aug 1, 2024	n/a	yes	SAFETY HARBOR, FL	Current employment
I••••••••• A•••••• A•••••••• L••	Independent wealth	Oct 26, 2018	Aug 2, 2024	no	Dunedin, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• A•••••• A•••••••• L••	M•• F•••••••• S•••••••• L••	Aug 2, 2024	Aug 1, 2024	-1	Firm change	RIA to new firm
I••••••••• F•••••••• P•••••••	I••••••••• A•••••• A•••••••• L••	Nov 19, 2018	Oct 26, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
168267:331681:FL:2024-08-02	Aug 2, 2024	Aug 1, 2024	DUNEDIN, FL	Firm change
125112:168267:FL:2018-11-13	Nov 19, 2018	Oct 26, 2018	DUNEDIN, FL	Firm change

Relationships

Registered with (3)

→ M•• F•••••••• S•••••••• L••Registered adviserregistration: current employment
Aug 1, 2024 to presentfactForm ADV
→ I••••••••• A•••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 26, 2018 to Aug 2, 2024factForm ADV
→ I••••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Mar 21, 2018 to Nov 19, 2018factForm ADV

Dated events

Order

Occurred
2 Aug 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 21, 2018
Last observed: Sep 14, 2026 9 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.