DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

J••• M•••••• C•••

Advisor at F•• A•••••••• I•••

TROY, MI

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Search this name across graphsid dfx:ria:fff116d8-9b31-3ae9-cbe5-c84e60613891

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 26, 2017 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: F•• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•• A•••••••• I•••	Independent wealth	Sep 1, 2017	n/a	yes	TROY, MI	Current employment
I••••••••• C•••••• C••• I•••	Independent wealth	Jun 26, 2017	Dec 20, 2022	no	WARREN, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• C•••••• C••• I•••	F•• A•••••••• I•••	Dec 20, 2022	Sep 1, 2017	-1,936	Firm change after gap	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
24723:286251:MI:2022-12-15	Dec 20, 2022	Sep 1, 2017	WARREN, MI	Firm change after gap

Relationships

Registered with (2)

→ F•• A•••••••• I•••Registered adviserregistration: current employment
Sep 1, 2017 to presentfactForm ADV
→ I••••••••• C•••••• C••• I•••Registered adviserregistration: previous registration
Jun 26, 2017 to Dec 20, 2022factForm ADV

Dated events

Occurred
Dec 20, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fff116d8-9b31-3ae9-cbe5-c84e60613891
First observed: Jun 26, 2017
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.