DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

W•••••• J••• R••••••

Advisor at C•• F••••••••• L••

SALEM, MA

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Search this name across graphsid dfx:ria:3b48d51c-5851-2a2b-3366-4c97d69fa872

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 12, 2015 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•• F••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•• F••••••••• L••	State registered	Aug 31, 2021	n/a	yes	SALEM, MA	Current employment
C•• F••••••••• L••	State registered	Feb 12, 2015	Dec 31, 2020	no	SALEM, MA	Previous registration

Relationships

Registered with (1)

→ C•• F••••••••• L••Registered adviserregistration: previous registration
Feb 12, 2015 to Dec 31, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3b48d51c-5851-2a2b-3366-4c97d69fa872
First observed: Feb 12, 2015
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.