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

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RIA / WealthAdvisorChartered Financial Analyst15 years in industry

J•••••• W•••

Advisor at F•••••• W•••••

LONE TREE, CO

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:49fb1344-b007-a26e-471e-6d13954978c9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 6, 2021 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: F•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom 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
A••	Asset manager	Jul 9, 2026	n/a	yes	LONE TREE, CO	Current employment
F•••••• W•••••	Independent wealth	Jul 8, 2026	n/a	yes	LONE TREE, CO

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
G•••••••• C•••••• M••••••••• L••	F•••••• W•••••	Jul 2, 2026	Jul 8, 2026	6	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
113189:339154:CO:2026-07-02	Jul 2, 2026	Jul 8, 2026	LONE TREE, CO	Firm change

Relationships

Registered with (3)

→ AQIRegistered adviserregistration: current employment
Jul 9, 2026 to presentfactForm ADV
→ F•••••• W•••••Registered adviserregistration: current employment
Jul 8, 2026 to presentfactForm ADV
→ G•••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 6, 2021 to Jul 2, 2026factForm ADV

Dated events

Occurred
Jul 2, 2026
Advisor changed firm
J•••••• W••• left G•••••••• C•••••• M••••••••• L•• for F•••••• W••••• (registered 2026-07-08)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:49fb1344-b007-a26e-471e-6d13954978c9
First observed: Oct 6, 2021
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.