DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst10 years in industry

J•••• S••••••• E•••••••••

Advisor at A••••• C•••••••••

Dallas, TX | ALEXANDRIA, VA

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Search this name across graphsid dfx:ria:66a2c640-9db9-8d37-d281-de69823fb13b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 23, 2017 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••••• C•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• C•••••••••	Independent wealth	Dec 21, 2022	n/a	yes	ALEXANDRIA, VA\|Dallas, TX	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Aug 22, 2019	Feb 22, 2021	no	DALLAS, TX\|NEW YORK, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	A••••• C•••••••••	Feb 22, 2021	Dec 21, 2022	667	Firm change after gap	Wirehouse to RIA
D••••••• P••• C••••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	May 21, 2019

Relationships

Registered with (3)

→ A••••• C•••••••••Registered adviserregistration: current employment
Dec 21, 2022 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 22, 2019 to Feb 22, 2021factForm ADV
→ D••••••• P••• C••••••• L••Registered adviserregistration: previous registration
Jun 23, 2017 to May 21, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:66a2c640-9db9-8d37-d281-de69823fb13b
First observed: Jun 23, 2017
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.