DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner37 years in industry

J•••••• A•••• C•••••

Advisor at A••••••• S••••••• N••••••

ATLANTA, GA | Winter Springs, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 18, 1997 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••••••• S••••••• N••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• S••••••• N••••••	Independent wealth	Dec 8, 2025	n/a	yes	ATLANTA, GA\|Winter Springs, FL	Current employment
P••••••••• I••••••••• A••••••• S•••••••• I•••	n/a	Feb 6, 2014	Nov 3, 2025	no	WINTER PARK, FL\|WINTER SPRINGS, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••• I••••••••• A••••••• S•••••••• I•••	A••••••• S••••••• N••••••	Nov 3, 2025	Dec 8, 2025	35	Firm change	Other
H•••••• F•••••••• S•••••••• I•••	P••••••••• I••••••••• A••••••• S•••••••• I•••	Dec 31, 2013	Feb 6, 2014

Relationships

Registered with (4)

→ A••••••• S••••••• N••••••Registered adviserregistration: current employment
Dec 8, 2025 to presentfactForm ADV
→ P••••••••• I••••••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 6, 2014 to Nov 3, 2025factForm ADV
→ H•••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Aug 23, 2012 to Dec 31, 2013factForm ADV
→ S•••••••• A••••••• L••

Dated events

Order

Occurred
3 Nov 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 18, 1997
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.