DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

J••••• C•••••• P••••••

Advisor at F••••••

SAN FRANCISCO, CA | Winston-Salem, NC

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Search this name across graphsid dfx:ria:6556a50a-8980-d094-2649-d3c4acdf9b51

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: May 12, 2016 to Sep 15, 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••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••	Independent wealth	Jul 29, 2026	n/a	yes	Winston-Salem, NC\|SAN FRANCISCO, CA	Current employment
C••••• W••••• M••••••••• S•••••••	Independent wealth	Nov 2, 2022	Jul 22, 2026	no	WINSTON SALEM, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• W••••• M••••••••• S•••••••	F••••••	Jul 22, 2026	Jul 29, 2026	7	Firm change	RIA to RIA
L•• F•••••••• L••	C••••• W••••• M••••••••• S•••••••	Nov 10, 2022	Nov 2, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
323302:302050:NC:2026-07-22	Jul 22, 2026	Jul 29, 2026	WINSTON SALEM, NC	Firm change
6413:323302:NC:2022-11-10	Nov 10, 2022	Nov 2, 2022	WINSTON SALEM, NC	Firm change

Relationships

Registered with (3)

→ F••••••Registered adviserregistration: current employment
Jul 29, 2026 to presentfactForm ADV
→ C••••• W••••• M••••••••• S•••••••Registered adviserregistration: previous registration
Nov 2, 2022 to Jul 22, 2026factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 12, 2016 to Nov 10, 2022factForm ADV

Dated events

Occurred
Jul 22, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Nov 10, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6556a50a-8980-d094-2649-d3c4acdf9b51
First observed: May 12, 2016
Last observed: Sep 15, 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.