DFX Intelligence

J••••• A••• R••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

J••••• A••• R••••••••

Advisor at C•••••• V••••• L••••• A•••••••• L••

Beachwood, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 5, 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•••••• V••••• L••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• V••••• L••••• A•••••••• L••	State registered	Mar 12, 2026	n/a	yes	Beachwood, OH	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Jul 2, 2019	Mar 27, 2026	no	Beachwood, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	C•••••• V••••• L••••• A•••••••• L••	Mar 27, 2026	Mar 12, 2026	-15	Firm change	Ibd to state RIA
W•••• F•••• A•••••••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Jul 10, 2019	Jul 2, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:134139:OH:2019-07-10	Jul 10, 2019	Jul 2, 2019	PEPPER PIKE, OH	Firm change

Relationships

Registered with (3)

→ C•••••• V••••• L••••• A•••••••• L••Registered adviserregistration: current employment
Mar 12, 2026 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jul 2, 2019 to Mar 27, 2026factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Sep 5, 2017 to Jul 10, 2019factForm ADV

Dated events

Occurred
Mar 27, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 5, 2017
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.