J••• M•••• C•••

Advisor at A•••••••• F•••• M••••••••• L••

CHARLOTTE, NC | Charlotte, NC

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:454f0115-0c70-9b8f-9b1a-fe8164be075d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 27, 2012 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: A•••••••• F•••• M••••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••••• F•••• M••••••••• L••	Asset manager	Oct 22, 2024	n/a	yes	Charlotte, NC\|CHARLOTTE, NC	Current employment
W•••• C•••••• M••••••••• L••	Institutional manager	Mar 27, 2012	Jul 5, 2023	no	CHARLOTTE, NC\|CHARLOTTE, NC\|CHARLOTTE, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• C•••••• M••••••••• L••	A•••••••• F•••• M••••••••• L••	Jul 5, 2023	Oct 22, 2024	475	Firm change after gap	Other

Relationships

Registered with (2)

→ A•••••••• F•••• M••••••••• L••Registered adviserregistration: current employment
Oct 22, 2024 to presentfactForm ADV
→ W•••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 27, 2012 to Jul 5, 2023factForm ADV

Dated events

Occurred
Jul 5, 2023
Advisor changed firm
J••• M•••• C••• left W•••• C•••••• M••••••••• L•• for A•••••••• F•••• M••••••••• L•• (registered 2024-10-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:454f0115-0c70-9b8f-9b1a-fe8164be075d
First observed: Mar 27, 2012
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.