DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)29 years in industry

J••• C•••••••• E••••••

Advisor at C••••••• W••••• A•••••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:761f3ea7-15bc-555c-4784-268859fcb370

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 6, 2005 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••••••• W••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 18, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• W••••• A•••••••• L••	State registered	Mar 21, 2024	n/a	yes	ATLANTA, GA	Current employment
M• H••••••• S••••••••• I•••	Bd affiliated wealth	May 6, 2005	Jan 29, 2024	no	ATLANTA, GA\|ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M• H••••••• S••••••••• I•••	C••••••• W••••• A•••••••• L••	Jan 29, 2024	Mar 21, 2024	52	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ C••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Mar 21, 2024 to presentfactForm ADV
→ M• H••••••• S••••••••• I•••Registered adviserregistration: previous registration
May 6, 2005 to Jan 29, 2024factForm ADV

Dated events

Occurred
Jan 29, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:761f3ea7-15bc-555c-4784-268859fcb370
First observed: May 6, 2005
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.