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

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RIA / WealthAdvisor24 years in industry

S•••• P••• S••••

Advisor at J• W• C••• A•••••••• I•••

TAMPA, FL | Huntington Beach, CA

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Search this name across graphsid dfx:ria:5266b66d-cc21-294a-388c-c5336a68e610

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 12, 2008 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: J• W• C••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J• W• C••• A•••••••• I•••	Bd affiliated wealth	Mar 8, 2024	n/a	yes	Huntington Beach, CA\|TAMPA, FL	Current employment
J• W• C••• A•••••••• I•••	Bd affiliated wealth	May 21, 2020	Apr 12, 2023	no	Huntington Beach, CA\|TAMPA, FL\|Sunset Beach, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	J• W• C••• A•••••••• I•••	Apr 14, 2020	May 21, 2020	37	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ J• W• C••• A•••••••• I•••Registered adviserregistration: previous registration
May 21, 2020 to Apr 12, 2023factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jun 12, 2008 to Apr 14, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5266b66d-cc21-294a-388c-c5336a68e610
First observed: Jun 12, 2008
Last observed: Sep 15, 2026 7 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.