J••• C•••••

Advisor at N••••• W••••• P•••••••

BONITA SPRINGS, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:44f9286c-8323-47bb-6882-7e1c18856de8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Aug 10, 2007 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: N••••• W••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 8, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N••••• W••••• P•••••••	Independent wealth	Dec 24, 2025	n/a	yes	BONITA SPRINGS, FL	Current employment
I•••••• W••••• L••	Independent wealth	Jul 1, 2024	Sep 30, 2024	no	Naples, FL\|MOUNT PLEASANT, SC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••• W••••• L••	N••••• W••••• P•••••••	Sep 30, 2024	Dec 24, 2025	450	Firm change after gap	RIA to RIA
L•••••• W••••• M••••••••• L••	I•••••• W••••• L••	Aug 4, 2023	Jul 17, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
322130:330316:SC:2024-09-30	Sep 30, 2024	Dec 24, 2025	MOUNT PLEASANT, SC	Firm change after gap
150040:322130:FL:2023-08-04	Aug 4, 2023	Jul 17, 2023	N•••••, FL	Firm change

Relationships

Registered with (5)

→ N••••• W••••• P•••••••Registered adviserregistration: current employment
Dec 24, 2025 to presentfactForm ADV
→ I•••••• W••••• L••Registered adviserregistration: previous registration
Jul 1, 2024 to Sep 30, 2024factForm ADV
→ L•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 4, 2022 to Aug 4, 2023factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Sep 30, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 4, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 7, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:44f9286c-8323-47bb-6882-7e1c18856de8
First observed: Aug 10, 2007
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.