A•• J••• C•••••

Advisor at E•••••• C••• C•••••• M•••••••••

Wasilla, AK | SEATTLE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:12ac3438-14c9-b7eb-7956-45db40049169

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 5, 2023 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: E•••••• C••• C•••••• M•••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• C••• C•••••• M•••••••••	Mixed wealth	Aug 13, 2026	n/a	yes	Wasilla, AK\|SEATTLE, WA	Current employment
W•••• F•••• A•••••••	Wirehouse	Sep 5, 2023	Apr 29, 2026	no	WASILLA, AK\|ANCHORAGE, AK\|WASILLA, AK

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	E•••••• C••• C•••••• M•••••••••	Apr 29, 2026	Aug 13, 2026	106	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ E•••••• C••• C•••••• M•••••••••Registered adviserregistration: current employment
Aug 13, 2026 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Sep 5, 2023 to Apr 29, 2026factForm ADV

Dated events

Occurred
Apr 29, 2026
Advisor changed firm
A•• J••• C••••• left W•••• F•••• A••••••• for E•••••• C••• C•••••• M••••••••• (registered 2026-08-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:12ac3438-14c9-b7eb-7956-45db40049169
First observed: Sep 5, 2023
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.