DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

J••• C•••••• S••••••

Advisor at W•••••• W••••• A•••••••• I•••

Lexington, MA

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Search this name across graphsid dfx:ria:50ec43cc-6679-c263-6e28-8b1f9c8180fc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 14, 2000 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: W•••••• W••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 14, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• W••••• A•••••••• I•••	Independent wealth	Nov 1, 2017	n/a	yes	Lexington, MA	Current employment
E••• C•••• A•••• M••••••••• L••	Mixed wealth	Jun 24, 2011	Oct 16, 2017	no	ESSEX, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••• C•••• A•••• M••••••••• L••	W•••••• W••••• A•••••••• I•••	Oct 16, 2017	Nov 1, 2017	16	Firm change	Other
P••••••• A•••••••• I•••	E••• C•••• A•••• M••••••••• L••	Jun 20, 2011	Jun 24, 2011

Team moves

••• Locked

Team	Left	Joined	From	Kind
147910:105012:MA:2017-10-16	Oct 16, 2017	Nov 1, 2017	ESSEX, MA	Firm change

Relationships

Registered with (4)

→ W•••••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Jul 14, 2000 to Mar 12, 2009factForm ADV
→ E••• C•••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Jun 24, 2011 to Oct 16, 2017factForm ADV
→ P••••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 25, 2009 to Jun 20, 2011factForm ADV
→ W•••••• P••••••• C•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:50ec43cc-6679-c263-6e28-8b1f9c8180fc
First observed: Jul 14, 2000
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.