DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
J••••• D•••• M•••••••• L••
InsuranceDisclosed by a registered advisor· AZ
Insurance marketing, product development, lead generation; fixed annuities and life insurance
from the advisor's own disclosure
As of · the advisors' Form U4 disclosures and the public records linked below
- Registered advisors
- 1
- Public records
- 1
- Other people named
- hidden
- Formed
- unknown
As of · the advisors' Form U4 disclosures and the public records linked below
What it doesHow this is writtenThe description comes from the named source: the advisor’s own disclosure, the company’s website, its SEC Form D industry group, or the NAICS code on an SBA loan. DFX does not restate a legal purpose clause and does not write a description it could not source.
in the words of the record named beside it
- Business
- Insurance marketing, product development, lead generation; fixed annuities and life insurancereportedthe advisor's own disclosure
- Type
- Insurancederived
- Also known as
- JD M••••••• Financialreported
Observed operations
figures a public record reports; nothing estimated
- Investors In The Offering
- 1reportedSEC Form D, Apr 13, 2017
- Capital Raised Under Reg D
- $100,000reportedSEC Form D, Apr 13, 2017
- Revenue Range
- $25,000,001 - $100,000,000reportedSEC Form D, Apr 13, 2017
- Offering Size
- $20.0MreportedSEC Form D, Apr 13, 2017
Recent activity
No change observed since DFX began reading the daily IAPD feed on 2026-09-14.
PeopleWhat these connections meanAdvisors are listed because each disclosed this company on their own Form U4. Other people are listed because a public record names them with it (an SEC Form D related person, a state registry principal). These are observed business connections. DFX does not know, and does not suggest, that any of them are an advisor’s clients.
registered advisors who disclosed it, and people other public records name
- J••••• D•••• M••••••• · Owner, Agentregistered with S••••• I••••••••• M••••••••• L••
Other people named in public records are shown to subscribers.
Related network
counts across the records on this page
- Registered advisors
- 1reportedself-disclosed
- Their firms
- 1derived
- Other people named
- hiddenreported
Sources and evidence
- SEC Form D offeringexact name, same statecik: 1703226 · city: Tucson · name: J••••• D•••• M•••••••• L•• · filings: 1 · industry: Insurance · investors: 1 · total sold: 100000 · entity type: Limited Liability Company