DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner29 years in industry

G•••• C•••• J••••••••

Advisor at C••••••••• W•••••• L••

WEST LINN, OR | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:0abf089a-3623-4335-d0f9-97e42cec6450

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 23, 2003 to Sep 15, 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: C••••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 6, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• W•••••• L••	Independent wealth	Aug 19, 2021	n/a	yes	WEST LINN, OR\|LOS ANGELES, CA	Current employment
J•••••••• F•••••••• A•••••••	Former SEC adviser	Jan 30, 2017	Dec 31, 2021	no	CENTER, TX\|Center, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J•••••••• F•••••••• A•••••••	C••••••••• W•••••• L••	Dec 31, 2021	Aug 19, 2021	-134	Firm change after gap	RIA to RIA
W•••• F•••• A•••••••	J•••••••• F•••••••• A•••••••	Jan 31, 2017	Jan 30, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
286119:143483:TX:2021-12-31	Dec 31, 2021	Aug 19, 2021	CENTER, TX	Firm change after gap

Relationships

Registered with (4)

→ C••••••••• W•••••• L••Registered adviserregistration: current employment
Aug 19, 2021 to presentfactForm ADV
→ J•••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Jan 30, 2017 to Dec 31, 2021factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Nov 22, 2005 to Jan 31, 2017factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0abf089a-3623-4335-d0f9-97e42cec6450
First observed: Apr 23, 2003
Last observed: Sep 15, 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.