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

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RIA / WealthAdvisorChartered Financial Analyst18 years in industry

J••••• J•••••• S••••

Advisor at C••••••••• I••••••••• P•••••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:15a2c82c-b4d6-78d8-e7a6-e79ee2dd7367

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 16, 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••••••••• P•••••••• L••
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 15, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• I••••••••• P•••••••• L••	Other adviser	Oct 21, 2021	n/a	yes	ATLANTA, GA	Current employment
C••••••••• I••••••••• P•••••••• L••	Other adviser	Jul 23, 2019	Nov 10, 2020	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••••• B••••• B• L••	C••••••••• I••••••••• P•••••••• L••	Jul 24, 2012	Jul 23, 2019	2,555	Firm change after gap	Other
L••••• B••••••• I•••	N•••••••• B••••• B• L••	Sep 24, 2008

Relationships

Registered with (3)

→ C••••••••• I••••••••• P•••••••• L••Registered adviserregistration: previous registration
Jul 23, 2019 to Nov 10, 2020factForm ADV
→ N•••••••• B••••• B• L••Registered adviserregistration: previous registration
Aug 19, 2010 to Jul 24, 2012factForm ADV
→ L••••• B••••••• I•••Registered adviserregistration: previous registration
Sep 16, 2008 to Sep 24, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:15a2c82c-b4d6-78d8-e7a6-e79ee2dd7367
First observed: Sep 16, 2008
Last observed: Sep 14, 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.