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

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RIA / WealthAdvisorChartered Financial Analyst19 years in industry

J••••••• E• T•••••

Advisor at C•••••• G•••• P•••••• C••••• S•••••••• I•••

Los Angeles, CA

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Search this name across graphsid dfx:ria:6d150ead-6b39-8bf9-931e-77eef3d4db96

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 1, 2008 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•••••• G•••• P•••••• C••••• S•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

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
C•••••• G•••• P•••••• C••••• S•••••••• I•••	Independent wealth	Oct 30, 2025	n/a	yes	Los Angeles, CA	Current employment
R•• R•••••••• L••	Bd affiliated wealth	Oct 24, 2019	Jun 20, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
R•• R•••••••• L••	C•••••• G•••• P•••••• C••••• S•••••••• I•••	Jun 20, 2025	Oct 30, 2025	132	Firm change	Ibd to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	R•• R•••••••• L••	Oct 30, 2019

Relationships

Registered with (5)

→ C•••••• G•••• P•••••• C••••• S•••••••• I•••Registered adviserregistration: current employment
Oct 30, 2025 to presentfactForm ADV
→ R•• R•••••••• L••Registered adviserregistration: previous registration
Oct 24, 2019 to Jun 20, 2025factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 23, 2009 to Oct 30, 2019factForm ADV
→ B••• O• A•••••• I••••••••• S•••••••• I•••

Dated events

Occurred
Jun 20, 2025
Advisor changed firm
J••••••• E• T••••• left R•• R•••••••• L•• for C•••••• G•••• P•••••• C••••• S•••••••• I••• (registered 2025-10-30)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6d150ead-6b39-8bf9-931e-77eef3d4db96
First observed: Aug 1, 2008
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.