DFX Intelligence

J••••••• V••••• E••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

J••••••• V••••• E••••

Advisor at C••••••••• I••••••••• A•••••••• L••

TAMPA, FL | Pineville, LA

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Search this name across graphsid dfx:ria:12a9beb0-223a-f50a-325b-95928e5034f3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 1, 2008 to Sep 14, 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••••••••• I••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 25, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• I••••••••• A•••••••• L••	Independent wealth	Mar 9, 2026	n/a	yes	TAMPA, FL\|Pineville, LA	Current employment
H•••••••• A•••••••• L••	Bd affiliated wealth	Jul 15, 2019	Mar 11, 2026	no	Baton Rouge, LA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••••• A•••••••• L••	C••••••••• I••••••••• A•••••••• L••	Mar 11, 2026	Mar 9, 2026	-2	Firm change	Ibd to RIA
L•••••••••	H•••••••• A•••••••• L••	Aug 8, 2019	Jul 15, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
145323:323135:LA:2026-03-11	Mar 11, 2026	Mar 9, 2026	BATON ROUGE, LA	Firm change
140305:145323:CA:2019-08-08	Aug 8, 2019	Jul 15, 2019	BEVERLY HILLS, CA	Firm change

Relationships

Registered with (5)

→ C••••••••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Mar 9, 2026 to presentfactForm ADV
→ H•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jul 15, 2019 to Mar 11, 2026factForm ADV
→ L•••••••••Registered adviserregistration: previous registration
Jan 28, 2016 to Aug 8, 2019factForm ADV
→ R•••••• J•••• • A••••••••• I•••

Dated events

Occurred
Mar 11, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:12a9beb0-223a-f50a-325b-95928e5034f3
First observed: Feb 1, 2008
Last observed: Sep 14, 2026 9 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.