J••• D• W•••••

Advisor at N•••••••• W••••• M••••••••• G••••

C••••••TON, SC

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:13ffa95f-f1e1-4a05-0ecf-7dadd5335853

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 19, 2013 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: N•••••••• W••••• M••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 10, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N•••••••• W••••• M••••••••• G••••	Independent wealth	Jan 2, 2026	n/a	yes	C••••••TON, SC	Current employment
C•••••• S••••• • C••• I•••	National bd RIA	Apr 28, 2017	Jul 11, 2024	no	Mt. Pleasant, SC\|Greenville, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• S••••• • C••• I•••	N•••••••• W••••• M••••••••• G••••	Jul 11, 2024	Jan 2, 2026	540	Firm change after gap	Ibd to RIA

Relationships

Registered with (2)

→ N•••••••• W••••• M••••••••• G••••Registered adviserregistration: current employment
Jan 2, 2026 to presentfactForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Apr 28, 2017 to Jul 11, 2024factForm ADV

Dated events

Occurred
Jul 11, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:13ffa95f-f1e1-4a05-0ecf-7dadd5335853
First observed: Feb 19, 2013
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.