DFX Intelligence

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

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RIA / WealthAdvisor34 years in industry

J••• G••••• D••••••

Advisor at C•••••• F•••••••• M••••••••• L••

Sarasota, FL

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Search this name across graphsid dfx:ria:252f18ae-4edb-c62a-c4fe-74251d907f99

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 1, 2017 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•••••• F•••••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 13, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom 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
C•••••• F•••••••• M••••••••• L••	Independent wealth	Oct 26, 2023	n/a	yes	Sarasota, FL	Current employment
J••• D•••••• C••• L••	n/a	Jan 1, 2017	Nov 24, 2025	no	SARASOTA, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• D•••••• C••• L••	C•••••• F•••••••• M••••••••• L••	Nov 24, 2025	Oct 26, 2023	-760	Firm change after gap	Other

Relationships

Registered with (2)

→ C•••••• F•••••••• M••••••••• L••Registered adviserregistration: current employment
Oct 26, 2023 to presentfactForm ADV
→ J••• D•••••• C••• L••Registered adviserregistration: previous registration
Jan 1, 2017 to Nov 24, 2025factForm ADV

Dated events

Occurred
Nov 24, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:252f18ae-4edb-c62a-c4fe-74251d907f99
First observed: Jan 1, 2017
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.