J••• V•• O•••••

Advisor at C•••••• W••••• P•••••••• L••

NAPLES, FL

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:1eda27b9-a421-1f85-9492-7417a306a912

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 30, 2000 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•••••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 5, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• W••••• P•••••••• L••	Independent wealth	May 20, 2021	n/a	yes	NAPLES, FL	Current employment
C••••• A•••••• N••••••• L••	Former SEC adviser	Feb 22, 2021	Mar 12, 2021	no	South Lake, TX\|BONITA SPRINGS, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• A•••••• N••••••• L••	C•••••• W••••• P•••••••• L••	Mar 12, 2021	May 20, 2021	69	Firm change	Ibd to RIA
C••• L••	C••••• A•••••• N••••••• L••	Mar 1, 2021	Feb 22, 2021

Relationships

Registered with (6)

→ C•••••• W••••• P•••••••• L••Registered adviserregistration: current employment
May 20, 2021 to presentfactForm ADV
→ C••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
Feb 22, 2021 to Mar 12, 2021factForm ADV
→ C••• L••Registered adviserregistration: previous registration
Feb 19, 2021 to Mar 1, 2021factForm ADV
→ A••••••••• F•••••••• S•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1eda27b9-a421-1f85-9492-7417a306a912
First observed: Jun 30, 2000
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.