DFX Intelligence

J•• R••••• F•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor23 years in industry

J•• R••••• F•••••••

Advisor at C••••••••• S••••••••• L••

Willits, CA | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:0f17b3d8-0dbc-a880-19b8-16c1f1eaba51

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 30, 2004 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••••••••• S••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 18, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• S••••••••• L••	Independent wealth	Mar 4, 2025	n/a	yes	OVERLAND PARK, KS\|Willits, CA	Current employment
P••••••••• S••••••••• C•••••••••	Independent wealth	Jan 8, 2014	Mar 4, 2025	no	Willits, CA\|Carpinteria, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••• S••••••••• C•••••••••	C••••••••• S••••••••• L••	Mar 4, 2025	Mar 4, 2025	0	Firm change	RIA to RIA
C•••••••• I••••••••• R••••••• A•••••••• I•••	P••••••••• S••••••••• C•••••••••	Dec 31, 2013	Jan 8, 2014

Relationships

Registered with (5)

→ C••••••••• S••••••••• L••Registered adviserregistration: current employment
Mar 4, 2025 to presentfactForm ADV
→ P••••••••• S••••••••• C•••••••••Registered adviserregistration: previous registration
Jan 8, 2014 to Mar 4, 2025factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Oct 16, 2006 to Dec 31, 2013factForm ADV
→ C•••••••• R••••••••• A•••••••

Dated events

Occurred
Mar 4, 2025
Advisor changed firm
J•• R••••• F••••••• left P••••••••• S••••••••• C••••••••• for C••••••••• S••••••••• L•• (registered 2025-03-04)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0f17b3d8-0dbc-a880-19b8-16c1f1eaba51
First observed: Jun 30, 2004
Last observed: Sep 15, 2026 7 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.