DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)19 years in industry

J••••• B•• V••••••

Advisor at C•• A•••••••• L••

Dalton, GA

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Search this name across graphsid dfx:ria:1e6a3d6e-88ec-8436-6876-f2a844f878be

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jul 30, 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•• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 23, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•• A•••••••• L••	Independent wealth	Apr 20, 2025	n/a	yes	Dalton, GA	Current employment
C••• C••••••• L••	Independent wealth	Feb 2, 2024	Apr 25, 2024	no	CHICAGO, IL\|Raleigh, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••• C••••••• L••	C•• A•••••••• L••	Apr 25, 2024	Apr 20, 2025	360	Firm change	RIA to RIA
C••• C••••••	C••• C••••••• L••	Feb 6, 2024	Feb 2, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
281133:134249:NC:2024-01-26	Feb 6, 2024	Feb 2, 2024	RALEIGH, NC	Firm change

Relationships

Registered with (7)

→ C•• A•••••••• L••Registered adviserregistration: current employment
Apr 20, 2025 to presentfactForm ADV
→ C••• C••••••• L••Registered adviserregistration: previous registration
Feb 2, 2024 to Apr 25, 2024factForm ADV
→ C••• C••••••Registered adviserregistration: previous registration
Aug 23, 2021 to Feb 6, 2024factForm ADV
→ F•••• C••••••• A•••• M••••••••• I••

Dated events

Occurred
Apr 25, 2024
Advisor changed firm
J••••• B•• V•••••• left C••• C••••••• L•• for C•• A•••••••• L•• (registered 2025-04-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1e6a3d6e-88ec-8436-6876-f2a844f878be
First observed: Jul 30, 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.