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

M•••••• J••••••• F••••

E•••••••• M••• A•••• M••••••••• L••independent RIAScottsdale, Az IA-onlyIAPD 2278133

Feed of 09/14/2026

Also filed as Jon F••••

At current firm

0 y

since Jul 31, 2026

In the industry

33 y

since Mar 2, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

E•••••••• M••• A•••• M••••••••• L•• independent RIA current
since Jul 31, 2026 · Danville, Ca
S•• V••••• A••••••• state registered
Jun 27, 2025 to Aug 5, 2026 · Scottsdale, Az
C••••••••• W•••••• L•• independent RIA
May 19, 2023 to Mar 31, 2025 · Scottsdale, Az
A• W••••• M••••••••• L•• BD affiliated
Sep 21, 2022 to May 11, 2023 · Scottsdale, Az
I••••••••• 4•••• L•• former
Nov 12, 2020 to Jun 30, 2022 · Scottsdale, Az
B••••••• W••••• A•••••••• L•• independent RIA
Apr 4, 2018 to Apr 4, 2022 · Scottsdale, Az

Moves

a registration end followed by a registration begin elsewhere

S•• V••••• A••••••• to E•••••••• M••• A•••• M••••••••• L••
left Aug 5, 2026, registered Jul 31, 2026 (-5 days) · Other · moved with a team
C••••••••• W•••••• L•• to S•• V••••• A•••••••
left Mar 31, 2025, registered Jun 27, 2025 (88 days) · RIA to a state-registered adviser
A• W••••• M••••••••• L•• to C••••••••• W•••••• L••
left May 11, 2023, registered May 19, 2023 (8 days) · Affiliated broker-dealer or bank to independent RIA
I••••••••• 4•••• L•• to A• W••••• M••••••••• L••
left Jun 30, 2022, registered Sep 21, 2022 (83 days) · RIA to affiliated broker-dealer or bank
B••••••• W••••• A•••••••• L•• to I••••••••• 4•••• L••
left Apr 4, 2022, registered Nov 12, 2020 (-508 days) · Other

Signals

M•••••• J••••••• F•••• left S•• V••••• A••••••• for E•••••••• M••• A•••• M••••••••• L•• (registered 2026-07-31)
Aug 5, 2026 · Advisor changed firm · fact
M•••••• J••••••• F•••• left C••••••••• W•••••• L•• for S•• V••••• A••••••• (registered 2025-06-27)
Mar 31, 2025 · Advisor changed firm · fact
M•••••• J••••••• F•••• left A• W••••• M••••••••• L•• for C••••••••• W•••••• L•• (registered 2023-05-19)
May 11, 2023 · Advisor changed firm · fact
M•••••• J••••••• F•••• left I••••••••• 4•••• L•• for A• W••••• M••••••••• L•• (registered 2022-09-21)
Jun 30, 2022 · Advisor changed firm · fact
M•••••• J••••••• F•••• left B••••••• W••••• A•••••••• L•• for I••••••••• 4•••• L•• (registered 2020-11-12)
Apr 4, 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: Independent wealth managerderived
Years in industry: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address