J•••• C••••••

Advisor at A••••••• W•••••

BRICK, NJ

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:736cb583-2792-6bcf-48e8-1dbfab1034c1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 5, 2019 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••••••• W•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 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: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• W•••••	State registered	Oct 22, 2025	n/a	yes	BRICK, NJ	Current employment
L•• E••••••••• L••	Bd affiliated wealth	May 27, 2025	Jul 21, 2025	no	BEDMINSTER, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• E••••••••• L••	A••••••• W•••••	Jul 21, 2025	Oct 22, 2025	93	Firm change	Ibd to state RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	L•• E••••••••• L••	May 15, 2025	May 27, 2025

Relationships

Registered with (3)

→ A••••••• W•••••Registered adviserregistration: current employment
Oct 22, 2025 to presentfactForm ADV
→ L•• E••••••••• L••Registered adviserregistration: previous registration
May 27, 2025 to Jul 21, 2025factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Dec 10, 2021 to May 15, 2025factForm ADV

Dated events

Occurred
Jul 21, 2025
Advisor changed firm
J•••• C•••••• left L•• E••••••••• L•• for A••••••• W••••• (registered 2025-10-22)
Form ADVobserved 7 days ago
Occurred
May 15, 2025
Advisor changed firm
J•••• C•••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for L•• E••••••••• L•• (registered 2025-05-27)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:736cb583-2792-6bcf-48e8-1dbfab1034c1
First observed: Dec 5, 2019
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.