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

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RIA / WealthAdvisor24 years in industry

J••• R••••• F••••••

Advisor at C•• I••••••••• I••

ROCHESTER, MI

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Search this name across graphsid dfx:ria:3816e783-81eb-8c93-2fc1-1f8c64ef0385

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 18, 2010 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•• I••••••••• I••
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: Dec 18, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms

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
C•• I••••••••• I••	Independent wealth	Feb 8, 2016	n/a	yes	ROCHESTER, MI	Current employment
F•••• A••••••• N•••••••• L••	Independent wealth	Mar 24, 2015	Feb 1, 2016	no

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
F•••• A••••••• N•••••••• L••	C•• I••••••••• I••	Feb 1, 2016	Feb 8, 2016	7	Firm change	Other
H•• A••••••• S••••••• L••	F•••• A••••••• N•••••••• L••	Dec 31, 2014

Relationships

Registered with (3)

→ C•• I••••••••• I••Registered adviserregistration: current employment
Feb 8, 2016 to presentfactForm ADV
→ F•••• A••••••• N•••••••• L••Registered adviserregistration: previous registration
Mar 24, 2015 to Feb 1, 2016factForm ADV
→ H•• A••••••• S••••••• L••Registered adviserregistration: previous registration
Feb 13, 2013 to Dec 31, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3816e783-81eb-8c93-2fc1-1f8c64ef0385
First observed: May 18, 2010
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.