DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

J•••• A••• W•••••••••

Advisor at S••••• A••••••• W•••••• L••

DETROIT, MI | ROCHESTER HILLS, MI

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Search this name across graphsid dfx:ria:4b9c11f2-2637-e259-f76e-c3cc3991bfd8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 4, 2014 to Sep 15, 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: S••••• A••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• A••••••• W•••••• L••	Independent wealth	Mar 16, 2023	n/a	yes	DETROIT, MI\|ROCHESTER HILLS, MI	Current employment
J• W• C••• A•••••••• I•••	Bd affiliated wealth	Apr 16, 2019	Dec 1, 2022	no	SOUTHFIELD, MI\|TAMPA, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J• W• C••• A•••••••• I•••	S••••• A••••••• W•••••• L••	Dec 1, 2022	Mar 16, 2023	105	Firm change	Ibd to new firm
G••••• F•••••••• P•••••• C••••••• I•••	J• W• C••• A•••••••• I•••	Apr 23, 2019	Apr 16, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
112294:301086:FL:2022-12-01	Dec 1, 2022	Mar 16, 2023	TAMPA, FL	Firm change

Relationships

Registered with (3)

→ S••••• A••••••• W•••••• L••Registered adviserregistration: current employment
Mar 16, 2023 to presentfactForm ADV
→ J• W• C••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 16, 2019 to Dec 1, 2022factForm ADV
→ G••••• F•••••••• P•••••• C••••••• I•••Registered adviserregistration: previous registration
Nov 16, 2018 to Apr 23, 2019factForm ADV

Dated events

Occurred
Dec 1, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4b9c11f2-2637-e259-f76e-c3cc3991bfd8
First observed: Mar 4, 2014
Last observed: Sep 15, 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.