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

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

J•••• D••••••••

Advisor at C•••••• A•••••••

Tallahassee, FL | Atlantic beach, FL | Fort Washington, PA

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Search this name across graphsid dfx:ria:17f6e20f-333f-6279-0be6-a555ae79ffb2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: May 18, 2012 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•••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 3derivedfrom 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•••••• A•••••••	Bd affiliated wealth	Aug 3, 2023	n/a	yes	Tallahassee, FL	Current employment
L•••••• I•••••••••	Independent wealth	Aug 1, 2023	n/a	yes	Fort Washington, PA\|Atlantic beach, FL\|Tallahassee, FL

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
E•••••• A••••••• G••••• L••	L•••••• I•••••••••	Jul 10, 2023	Aug 1, 2023	22	Firm change	Ibd to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	E•••••• A••••••• G••••• L••	Aug 5, 2022

Relationships

Registered with (5)

→ C•••••• A•••••••Registered adviserregistration: current employment
Aug 3, 2023 to presentfactForm ADV
→ L•••••• I•••••••••Registered adviserregistration: current employment
Aug 1, 2023 to presentfactForm ADV
→ E•••••• A••••••• G••••• L••Registered adviserregistration: previous registration
Jan 23, 2023 to Jul 10, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Jul 10, 2023
Advisor changed firm
J•••• D•••••••• left E•••••• A••••••• G••••• L•• for L•••••• I••••••••• (registered 2023-08-01)
Form ADVobserved 7 days ago
Occurred
Aug 5, 2022
Advisor changed firm
J•••• D•••••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for E•••••• A••••••• G••••• L•• (registered 2023-01-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:17f6e20f-333f-6279-0be6-a555ae79ffb2
First observed: May 18, 2012
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.