DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner28 years in industry

J•••• C•••••••• S•••••••

Advisor at C•••••• P••••••• I••••••••• G•••• L••

C••••••, IL | Manhattan, MT

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Search this name across graphsid dfx:ria:304f884d-7e6b-0ba3-eb2c-841a3d309c72

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 6, 2005 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•••••• P••••••• I••••••••• G•••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• P••••••• I••••••••• G•••• L••	Independent wealth	Jan 13, 2022	n/a	yes	Manhattan, MT\|C••••••, IL	Current employment
C•••••• P••••••• I••••••••• G•••• L••	Independent wealth	Jan 8, 2019	Dec 31, 2021	no	SPOKANE, WA\|PRESCOTT, AZ\|C••••••, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• W••••• M•••••••••	E•••••••• W••••• M•••••••••	Apr 1, 2019	Jun 15, 2016	-1,020	Firm change after gap	Other
E•••••••• W••••• M•••••••••	C•••••• P••••••• I••••••••• G•••• L••	Feb 6, 2018	Jan 8, 2019

Relationships

Registered with (3)

→ C•••••• P••••••• I••••••••• G•••• L••Registered adviserregistration: previous registration
Jan 8, 2019 to Dec 31, 2021factForm ADV
→ P•••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Jun 7, 2011 to Apr 1, 2019factForm ADV
→ E•••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Jun 15, 2016 to Feb 6, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:304f884d-7e6b-0ba3-eb2c-841a3d309c72
First observed: Apr 6, 2005
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.