DFX Intelligence

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

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RIA / WealthAdvisor32 years in industry

C••• J••••• D•••••

Advisor at C••• D••••• I•••

WEST PALM BEACH, FL

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Search this name across graphsid dfx:ria:3e57d3ba-aff5-24f4-9f3f-07681f1e2e13

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 26, 2000 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••• D••••• I•••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Dec 21, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••• D••••• I•••	Former SEC adviser	Jul 3, 2006	n/a	yes	WEST PALM BEACH, FL	Current employment
N••••••• T•••• I••••••••• I•••••••••	Asset manager	Jul 26, 2000	Jun 21, 2006	no	WEST PALM BEACH, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••• T•••• I••••••••• I•••••••••	C••• D••••• I•••	Jun 21, 2006	Jul 3, 2006	12	Firm change	Other

Relationships

Registered with (2)

→ C••• D••••• I•••Registered adviserregistration: current employment
Jul 3, 2006 to presentfactForm ADV
→ N••••••• T•••• I••••••••• I•••••••••Registered adviserregistration: previous registration
Jul 26, 2000 to Jun 21, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3e57d3ba-aff5-24f4-9f3f-07681f1e2e13
First observed: Jul 26, 2000
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.