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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)42 years in industry

J•• G••••• D••••••

Advisor at D•••••••• • C•••••• L••

VIRGINIA BEACH, VA | CHESAPEAKE, VA

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Search this name across graphsid dfx:ria:3f243e0a-9a26-b81b-1997-636f193fb7f1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 15, 1998 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: D•••••••• • C•••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 22, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 17derivedfrom 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
D•••••••• • C•••••• L••	Bd affiliated wealth	Feb 11, 2009	n/a	yes	VIRGINIA BEACH, VA\|CHESAPEAKE, VA	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Feb 21, 2006	Mar 5, 2009	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
C•••••••• G••••• M•••••• I•••	D•••••••• • C•••••• L••	Mar 5, 2009	Feb 11, 2009	-22	Firm change	Other
L••• M•••• W••• W•••••• I•••••••••	C•••••••• G••••• M•••••• I•••	Feb 21, 2006

Relationships

Registered with (3)

→ D•••••••• • C•••••• L••Registered adviserregistration: current employment
Feb 11, 2009 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Feb 21, 2006 to Mar 5, 2009factForm ADV
→ L••• M•••• W••• W•••••• I•••••••••Registered adviserregistration: previous registration
Oct 15, 1998 to Feb 21, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3f243e0a-9a26-b81b-1997-636f193fb7f1
First observed: Oct 15, 1998
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.