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

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RIA / WealthAdvisor11 years in industry

C••• J•••••• R••••

Advisor at F••••••••

Austin, TX | AUSTIN, TX

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Search this name across graphsid dfx:ria:37ffefb4-34a2-d29d-4d94-05e87b64507d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 16, 2015 to Sep 15, 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: F••••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••••	I•••••••••_WEALTH	Sep 7, 2021	n/a	yes	AUSTIN, TX\|Austin, TX	Current employment
C••••• • A••••••••• I•••	I•••••••••_WEALTH	Apr 14, 2020	Jan 23, 2023	no	TAMPA, FL\|Anchorage, AK

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• • A••••••••• I•••	F••••••••	Jan 23, 2023	Sep 7, 2021	-503	Firm change after gap	Ibd to RIA
I••••••••• F•••••••• P•••••••	C••••• • A••••••••• I•••	Apr 14, 2020

Relationships

Registered with (6)

→ F••••••••Registered adviserregistration: current employment
Sep 7, 2021 to presentfactForm ADV
→ C••••• • A••••••••• I•••Registered adviserregistration: previous registration
Apr 14, 2020 to Jan 23, 2023factForm ADV
→ I••••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
May 1, 2019 to Apr 14, 2020factForm ADV
→ F•• N•••• C••••••Registered adviser

Dated events

Occurred
Jan 23, 2023
Advisor changed firm
C••• J•••••• R•••• left C••••• • A••••••••• I••• for Forefront (registered 2021-09-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:37ffefb4-34a2-d29d-4d94-05e87b64507d
First observed: Feb 16, 2015
Last observed: Sep 15, 2026 7 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.