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

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RIA / WealthAdvisor22 years in industry

R••••• J•••• C••••••

Advisor at A•••• M•••••••••

ISLAMORADA, FL | COLUMBUS, TX

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Search this name across graphsid dfx:ria:5f3dd8ee-cc66-c452-6112-2f037762a801

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 1, 2004 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•••• M•••••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Current registrations

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
N•••••• E••	Asset manager	Dec 18, 2024	n/a	yes	COLUMBUS, TX\|ISLAMORADA, FL	Current employment
A•••• M•••••••••	State registered	Jul 11, 2023	n/a	yes	ISLAMORADA, FL\|ISLAMORADA, FL\|COLUMBUS, TX

Relationships

Registered with (2)

→ N•••••• E••Registered adviserregistration: current employment
Dec 18, 2024 to presentfactForm ADV
→ A•••• M•••••••••Registered adviserregistration: current employment
Jul 11, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5f3dd8ee-cc66-c452-6112-2f037762a801
First observed: Apr 1, 2004
Last observed: Sep 14, 2026 7 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.