DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

J••••• C••••• E••••

Advisor at Y••• I•• L••

Centerville, OH | ST. GEORGE, UT

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Search this name across graphsid dfx:ria:5936efdd-8064-2c55-159b-8ca6120dafaf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 23, 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: Y••• I•• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Y••• I•• L••	Independent wealth	Aug 3, 2026	n/a	yes	Centerville, OH\|ST. GEORGE, UT	Current employment
S••••• G••••• I••••••••• L••	Mixed wealth	Jan 2, 2024	Aug 3, 2026	no	Centerville, OH\|BOUNTIFUL, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• G••••• I••••••••• L••	Y••• I•• L••	Aug 3, 2026	Aug 3, 2026	0	Firm change	RIA to RIA
T••••••••• F•••••••• A•••••••• L••	S••••• G••••• I••••••••• L••	Sep 26, 2023	Jan 2, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
16164:157091:OH:2023-09-26	Sep 26, 2023	Jan 2, 2024	MORAINE, OH	Firm change

Relationships

Registered with (4)

→ Y••• I•• L••Registered adviserregistration: current employment
Aug 3, 2026 to presentfactForm ADV
→ S••••• G••••• I••••••••• L••Registered adviserregistration: previous registration
Jan 2, 2024 to Aug 3, 2026factForm ADV
→ T••••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 6, 2012 to Sep 26, 2023factForm ADV
→ I••••••••• A••••••• I••••••••• I•••Registered adviser

Dated events

Occurred
Aug 3, 2026
Advisor changed firm
J••••• C••••• E•••• left S••••• G••••• I••••••••• L•• for Y••• I•• L•• (registered 2026-08-03)
Form ADVobserved 7 days ago
Occurred
Sep 26, 2023
Advisor changed firm
J••••• C••••• E•••• left T••••••••• F•••••••• A•••••••• L•• for S••••• G••••• I••••••••• L•• (registered 2024-01-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5936efdd-8064-2c55-159b-8ca6120dafaf
First observed: Sep 23, 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.