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

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RIA / WealthAdvisorChartered Financial Analyst26 years in industry

J••••• J• C•••••••

Advisor at A•••••• W••••• L••

BEAUFORT, SC

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Search this name across graphsid dfx:ria:54c27c5b-8410-b2bc-a52e-5c3836da72ae

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 21, 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: A•••••• W••••• L••
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: Mar 21, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 6derivedfrom 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•••••• W••••• L••	Independent wealth	Feb 4, 2020	n/a	yes	BEAUFORT, SC	Current employment
V••••• I••••••••• P•••••••	Independent wealth	Oct 16, 2014	Feb 3, 2020	no	BEAUFORT, SC

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
V••••• I••••••••• P•••••••	A•••••• W••••• L••	Feb 3, 2020	Feb 4, 2020	1	Firm change	RIA to RIA
D••••••• C•••••• M•••••••••	V••••• I••••••••• P•••••••	Jan 28, 2008

Relationships

Registered with (3)

→ A•••••• W••••• L••Registered adviserregistration: current employment
Feb 4, 2020 to presentfactForm ADV
→ V••••• I••••••••• P•••••••Registered adviserregistration: previous registration
Oct 16, 2014 to Feb 3, 2020factForm ADV
→ D••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Mar 21, 2000 to Jan 28, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:54c27c5b-8410-b2bc-a52e-5c3836da72ae
First observed: Mar 21, 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.