J•• B•••• D••••

Advisor at C••••• I••••••••• A••••••• L••

Vienna, VA | Jupiter, FL

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Search this name across graphsid dfx:ria:50af9181-8ad0-250c-9a21-5f1d73b07ae0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 6, 2001 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: C••••• I••••••••• A••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 8, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	May 25, 2023	n/a	yes	Jupiter, FL\|Vienna, VA	Current employment
W••••• S••••• S••••••••• I•••	Former SEC adviser	Sep 15, 2003	Sep 3, 2013	no	VIENNA, VA\|ROCKVILLE, MD\|RESTON, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• S••••• S••••••••• I•••	C••••• I••••••••• A••••••• L••	Sep 3, 2013	May 25, 2023	3,551	Firm change after gap	Other
S•••• W••••• M••••••••• L••	W••••• S••••• S••••••••• I•••	Jun 2, 2003	Sep 15, 2003

Relationships

Registered with (3)

→ C••••• I••••••••• A••••••• L••Registered adviserregistration: current employment
May 25, 2023 to presentfactForm ADV
→ W••••• S••••• S••••••••• I•••Registered adviserregistration: previous registration
Sep 15, 2003 to Sep 3, 2013factForm ADV
→ S•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 6, 2001 to Jun 2, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:50af9181-8ad0-250c-9a21-5f1d73b07ae0
First observed: Dec 6, 2001
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.