DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J••• M•••••• C••••••

R••••••••• C•••••• A•••••••state registeredWest Palm Beach, FlIA-onlyIAPD 1394717

Feed of 09/14/2026

At current firm

0 y

since Apr 13, 2026

In the industry

34 y

since Jul 1, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R••••••••• C•••••• A••••••• state registered current
since Apr 13, 2026 · West Palm Beach, Fl
B••••••••• C•••••• M••••••••• L•• independent RIA
Oct 6, 2021 to Jul 11, 2022 · West Palm Beach, Fl
B••••••••• W••••• A•••••••• L•• no RAUM
Dec 13, 2017 to Jul 11, 2022 · West Palm Beach, Fl
N•• A•••••••• A• D••••••• O• N•• F•••••••• C••••••••• former
Dec 11, 2015 to Feb 2, 2017 · West Palm Beach, Fl
D•••••• C•••••• M••••••••• I•• unclassified
Mar 12, 2013 to Dec 31, 2015 · West Palm Beach, Fl

Moves

a registration end followed by a registration begin elsewhere

B••••••••• W••••• A•••••••• L•• to B••••••••• C•••••• M••••••••• L••
left Jul 11, 2022, registered Oct 6, 2021 (-278 days) · RIA to RIA
B••••••••• C•••••• M••••••••• L•• to R••••••••• C•••••• A•••••••
left Jul 11, 2022, registered Apr 13, 2026 (1372 days) · RIA to a state-registered adviser
N•• A•••••••• A• D••••••• O• N•• F•••••••• C••••••••• to B••••••••• W••••• A•••••••• L••
left Feb 2, 2017, registered Dec 13, 2017 (314 days) · Other
D•••••• C•••••• M••••••••• I•• to N•• A•••••••• A• D••••••• O• N•• F•••••••• C•••••••••
left Dec 31, 2015, registered Dec 11, 2015 (-20 days) · Other

Signals

J••• M•••••• C•••••• left B••••••••• C•••••• M••••••••• L•• for R••••••••• C•••••• A••••••• (registered 2026-04-13)
Jul 11, 2022 · Advisor changed firm · fact
J••• M•••••• C•••••• left B••••••••• W••••• A•••••••• L•• for B••••••••• C•••••• M••••••••• L•• (registered 2021-10-06)
Jul 11, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address