L••• B• J••••••

Advisor at C••• P•••••• W•••••• L••

OYSTER BAY, NY | Boynton Beach, FL

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:6616d20a-2766-8d6e-434f-68064be1336c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 30, 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: C••• P•••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 12, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom 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
C••• P•••••• W•••••• L••	Independent wealth	Aug 17, 2026	n/a	yes	OYSTER BAY, NY\|Boynton Beach, FL	Current employment
D••••••• B••• S••••••••• I•••	No RAUM reported	May 15, 2019	Dec 18, 2023	no	NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY\|East Rockaway, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D••••••• B••• S••••••••• I•••	C••• P•••••• W•••••• L••	Dec 18, 2023	Aug 17, 2026	973	Firm change after gap	RIA to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	D••••••• B••• S••••••••• I•••	Nov 27, 2018	May 15, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
2525:316866:NY:2023-12-18	Dec 18, 2023	Aug 17, 2026	EAST ROCKAWAY, NY	Firm change after gap
7691:2525:NY:2018-11-20	Nov 27, 2018	May 15, 2019	NEW YORK, NY	Firm change

Relationships

Registered with (3)

→ C••• P•••••• W•••••• L••Registered adviserregistration: current employment
Aug 17, 2026 to presentfactForm ADV
→ D••••••• B••• S••••••••• I•••Registered adviserregistration: previous registration
May 15, 2019 to Dec 18, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Mar 30, 2016 to Nov 27, 2018factForm ADV

Dated events

Occurred
Dec 18, 2023
Advisor changed firm
L••• B• J•••••• left D••••••• B••• S••••••••• I••• for C••• P•••••• W•••••• L•• (registered 2026-08-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6616d20a-2766-8d6e-434f-68064be1336c
First observed: Mar 30, 2016
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.