DFX Intelligence

R••••• L••••• I•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialist24 years in industry

R••••• L••••• I•••••

Advisor at J•• C••••••• W••••• M•••••••••

TUSCALOOSA, AL

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Search this name across graphsid dfx:ria:75e3a6e8-dbc5-f04a-6424-ec9eaf39885a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 26, 2002 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: J•• C••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 26, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•• C••••••• W••••• M•••••••••	Independent wealth	Mar 4, 2014	n/a	yes	TUSCALOOSA, AL	Current employment
J•• C••••••• W••••• M•••••••••	Independent wealth	Feb 26, 2002	Sep 19, 2012	no	TUSCALOOSA, AL	Previous registration

Relationships

Registered with (1)

→ J•• C••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Feb 26, 2002 to Sep 19, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:75e3a6e8-dbc5-f04a-6424-ec9eaf39885a
First observed: Feb 26, 2002
Last observed: Sep 14, 2026 9 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.