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J••• W••••• M•••••••• I•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

J••• W••••• M•••••••• I•••

CRD 282807

LARGO, FL

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Search this name across graphsid dfx:ria:fe933bbb-9d48-64f6-3d1b-67cd1d8ac050

Data as of Mar 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 12
On other graphs: 0
Observed: Jul 16, 2018 to Mar 12, 2026
24 observations

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $462MItem 5.F on the latest filing (2026-03-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $462M
Private client RAUM: $462MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M••••• D••••••• J••••	CHIEF OPERATIONS OFFICER	A	yes	05/2022	Feb 12, 2024	Nov 20, 2024
P•••••• E•••• W••••	FINANCIAL ADVISOR	A	yes	06/2023	Feb 12, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	5	-5	n/a	0	0	0	0	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$462M	$451M	2.6%	$254M	22.1%	9	9	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
S•••••• P••••••• I••••••••• A•••••••• L••	5	Jun 1, 2026	Jun 9, 2026	LARGO, FL	Firm absorbed	RIA to ibd	100.0%

Relationships

Moved with (1)

→ S•••••• P••••••• I••••••••• A•••••••• L••Registered adviser5 advisors, firm absorbed, same day
Jun 1, 2026 to Jun 9, 2026factForm ADV

Registered with (5)

← D••••• RAY T•••••••Advisorregistration: previous registration
Apr 18, 2016 to Jun 1, 2026factForm ADV
← E••• W•••• P•••••Advisorregistration: previous registration
Mar 9, 2022 to Jun 1, 2026factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 1, 2026
Firm absorbed
J••• W••••• M•••••••• I•••'s advisors moved to S•••••• P••••••• I••••••••• A•••••••• L•• (Largo, FL): 5 of 5 registered, on the same day
Form ADVobserved 6 days ago
5 advisors
Occurred
Jun 1, 2026
Advisor changed firm
Eric Wayne Powell left J••• W••••• M•••••••• I••• for S•••••• P••••••• I••••••••• A•••••••• L•• (registered 2026-05-07)
Form ADVobserved 7 days ago
Occurred
Jun 1, 2026
Advisor changed firm
Dustin Ray Tibbitts left J••• W••••• M•••••••• I••• for S•••••• P••••••• I••••••••• A•••••••• L•• (registered 2026-05-01)
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fe933bbb-9d48-64f6-3d1b-67cd1d8ac050
First observed: Jul 16, 2018
Last observed: Mar 12, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds 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.