J••• C••• S••••

Advisor at F•••• N••••••• A•••••••• L••

OMAHA, NE | Fort Collins, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5bb429d0-d756-6c48-3557-f812650e47d1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Aug 19, 2016 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: F•••• N••••••• A•••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Aug 28, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• N••••••• A•••••••• L••	Mixed wealth	Aug 3, 2026	n/a	yes	OMAHA, NE\|Fort Collins, CO	Current employment
C••• L••	Bd affiliated wealth	May 1, 2020	Nov 5, 2021	no	OMAHA, NE	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••• L••	F•••• N••••••• A•••••••• L••	Nov 5, 2021	Aug 3, 2026	1,732	Firm change after gap	Ibd to RIA
R••••• C••••••• L••	C••• L••	Jan 24, 2020	May 1, 2020

Relationships

Registered with (7)

→ F•••• N••••••• A•••••••• L••Registered adviserregistration: current employment
Aug 3, 2026 to presentfactForm ADV
→ C••• L••Registered adviserregistration: previous registration
May 1, 2020 to Nov 5, 2021factForm ADV
→ R••••• C••••••• L••Registered adviserregistration: previous registration
Dec 21, 2018 to Jan 24, 2020factForm ADV
→ C•••••• S••••• I••••••••• A•••••••• I••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5bb429d0-d756-6c48-3557-f812650e47d1
First observed: Aug 19, 2016
Last observed: Sep 14, 2026 9 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.