DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

A•••• W• J•••••••••

Advisor at A••• A•••••••

New York, NY

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Search this name across graphsid dfx:ria:56e902f3-a488-0413-d2fa-e120ac17c015

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 8, 2011 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••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 10, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••• A•••••••	State registered	Jul 6, 2021	n/a	yes	New York, NY	Current employment
W••••••• F•••••••• S•••••••• I•••	Former SEC adviser	Feb 20, 2020	Jul 20, 2021	no	Cresskill, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••••• F•••••••• S•••••••• I•••	A••• A•••••••	Jul 20, 2021	Jul 6, 2021	-14	Firm change	Ibd to state RIA
M••••• S••••••	W••••••• F•••••••• S•••••••• I•••	Mar 4, 2019	Feb 20, 2020

Relationships

Registered with (4)

→ A••• A•••••••Registered adviserregistration: current employment
Jul 6, 2021 to presentfactForm ADV
→ W••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 20, 2020 to Jul 20, 2021factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Apr 12, 2012 to Mar 4, 2019factForm ADV
→ S••••••• F•••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:56e902f3-a488-0413-d2fa-e120ac17c015
First observed: Apr 8, 2011
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.