DFX Intelligence

N•••••••• J••• D•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

N•••••••• J••• D•••••••

Advisor at C•••••• A•••• M••••••••• L••

Reston, VA | CHICAGO, IL

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Search this name across graphsid dfx:ria:3dbd673c-24a3-f755-79a1-29ae39d36e00

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 18, 2024 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: C•••••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• A•••• M••••••••• L••	Independent wealth	Jul 28, 2026	n/a	yes	CHICAGO, IL\|Reston, VA	Current employment
A••••••••• F•••••• • M••••• I•••	Independent wealth	Apr 18, 2024	May 19, 2026	no	WASHINGTON, DC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••• • M••••• I•••	C•••••• A•••• M••••••••• L••	May 19, 2026	Jul 28, 2026	70	Firm change	RIA to RIA

Relationships

Registered with (2)

→ C•••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Jul 28, 2026 to presentfactForm ADV
→ A••••••••• F•••••• • M••••• I•••Registered adviserregistration: previous registration
Apr 18, 2024 to May 19, 2026factForm ADV

Dated events

Occurred
May 19, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3dbd673c-24a3-f755-79a1-29ae39d36e00
First observed: Apr 18, 2024
Last observed: Sep 15, 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.