DFX Intelligence
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Registered advisor
J••• M•••••• W••••••••
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
Also filed as J• M•••••• W••••••••• W••••••••
At current firm
22 y
since Jan 8, 2004
In the industry
23 y
since Dec 3, 2002 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- H•••••••• W•••••••• W••••• M••••••••• state registered currentsince Jan 8, 2004 · Canonsburg, Pa
- T•• I••••••••• C•••••• I••• unclassifiedNov 5, 2003 to Dec 15, 2003 · Canonsburg, Pa
Moves
a registration end followed by a registration begin elsewhere
- T•• I••••••••• C•••••• I••• to H•••••••• W•••••••• W••••• M•••••••••left Dec 15, 2003, registered Jan 8, 2004 (24 days) · Other
Signals
No dated event on this person.
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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address