DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

J••••• C•••• F•••

Advisor at A•••••• W••••• M••••••••• L••

Lady Lake, FL | LAKELAND, FL

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Search this name across graphsid dfx:ria:3007faee-7803-01e0-34d9-6f87e51266a9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 8, 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: A•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••• W••••• M••••••••• L••	Independent wealth	Jan 2, 2025	n/a	yes	Lady Lake, FL\|LAKELAND, FL	Current employment
B••••• G••••• A•••••• N••••••• L••	Independent wealth	Feb 14, 2018	Dec 21, 2023	no	Lakeland, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• G••••• A•••••• N••••••• L••	A•••••• W••••• M••••••••• L••	Dec 21, 2023	Jan 2, 2025	378	Firm change	RIA to RIA
C••••••• A••••••• N••••••• L••	B••••• G••••• A•••••• N••••••• L••	May 17, 2018	Feb 14, 2018

Relationships

Registered with (3)

→ A•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ B••••• G••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
Feb 14, 2018 to Dec 21, 2023factForm ADV
→ C••••••• A••••••• N••••••• L••Registered adviserregistration: previous registration
Mar 8, 2017 to May 17, 2018factForm ADV

Dated events

Occurred
Dec 21, 2023
A•••••• firm change
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3007faee-7803-01e0-34d9-6f87e51266a9
First observed: Mar 8, 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.