DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst13 years in industry

J•••• W•••••• M•••••

Advisor at I•• C••••••• L••

Atlanta, GA | FOSTER CITY, CA

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Search this name across graphsid dfx:ria:1d7639cd-9301-ddf8-f523-45122b642a3f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 26, 2019 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: I•• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•• C••••••• L••	Independent wealth	Apr 12, 2024	n/a	yes	FOSTER CITY, CA\|Atlanta, GA	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Jun 26, 2019	Apr 23, 2024	no	WASHINGTON, DC\|ATLANTA, GA\|GREENWICH, CT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	I•• C••••••• L••	Apr 23, 2024	Apr 12, 2024	-11	Firm change	Ibd to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
7059:301819:CT:2024-04-23	Apr 23, 2024	Apr 12, 2024	GREENWICH, CT	Firm change

Relationships

Registered with (2)

→ I•• C••••••• L••Registered adviserregistration: current employment
Apr 12, 2024 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Jun 26, 2019 to Apr 23, 2024factForm ADV

Dated events

Occurred
Apr 23, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1d7639cd-9301-ddf8-f523-45122b642a3f
First observed: Jun 26, 2019
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.