DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

J•••• D•••• D•••••••••

Advisor at C••••• D••• • D• V••••••• W••••• M••••••••• L••

GAINESVILLE, FL

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Search this name across graphsid dfx:ria:40332ed1-7f37-cfac-efa8-39a712eba050

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 26, 2006 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: ••• Locked
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 24, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• D••• • D• V••••••• W••••• M••••••••• L••	Independent wealth	Sep 22, 2010	n/a	yes	GAINESVILLE, FL	Current employment
S••••• F•••••••• G•••• I••	Former SEC adviser	Mar 18, 2009	Nov 3, 2010	no	GAINESVILLE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• F•••••••• G•••• I••	C••••• D••• • D• V••••••• W••••• M••••••••• L••	Nov 3, 2010	Sep 22, 2010	-42	Firm change after gap	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	S••••• F•••••••• G•••• I••	Dec 22, 2008	Mar 18, 2009

Relationships

Registered with (3)

→ C••••• D••• • D• V••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Sep 22, 2010 to presentfactForm ADV
→ S••••• F•••••••• G•••• I••Registered adviserregistration: previous registration
Mar 18, 2009 to Nov 3, 2010factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 28, 2007 to Dec 22, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:40332ed1-7f37-cfac-efa8-39a712eba050
First observed: Jul 26, 2006
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.