DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

S•••••••• J•••• S••••••

Advisor at C•••••••• G••••• M•••••• I•••

Jacksonville, FL

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Search this name across graphsid dfx:ria:5813d7b5-8ed5-14b9-1f78-61cb5bfe16f5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jul 8, 2022 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•••••••• G••••• M•••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	May 12, 2025	n/a	yes	Jacksonville, FL\|Jacksonville, FL	Current employment
A•••••••• V•••••• L••	State registered	Jun 21, 2024	Jan 6, 2025	no	ST. AUGUSTINE, FL\|ST. AUGUSTINE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••••• V•••••• L••	C•••••••• G••••• M•••••• I•••	Jan 6, 2025	May 12, 2025	126	Firm change	Other
C•••••••• G••••• M•••••• I•••	A•••••••• V•••••• L••	Apr 25, 2024	Jun 21, 2024

Relationships

Registered with (2)

→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Jul 8, 2022 to Apr 25, 2024factForm ADV
→ A•••••••• V•••••• L••Registered adviserregistration: previous registration
Jun 21, 2024 to Jan 6, 2025factForm ADV

Dated events

Occurred
Jan 6, 2025
Advisor changed firm
S•••••••• J•••• S•••••• left A•••••••• V•••••• L•• for C•••••••• G••••• M•••••• I••• (registered 2025-05-12)
Form ADVobserved 7 days ago
Occurred
Apr 25, 2024
Advisor changed firm
S•••••••• J•••• S•••••• left C•••••••• G••••• M•••••• I••• for A•••••••• V•••••• L•• (registered 2024-06-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5813d7b5-8ed5-14b9-1f78-61cb5bfe16f5
First observed: Jul 8, 2022
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.