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

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RIA / WealthAdvisor29 years in industry

W•••• C••• J•••••••

Advisor at F•••• P••••••• W•••••• L••

Fort Collins, CO

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:7ac4e3aa-7770-9c84-995a-884c93d1fa59

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Mar 1, 2001 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: F•••• P••••••• W•••••• L••
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: Sep 18, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom 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
F•••• P••••••• W•••••• L••	Independent wealth	Jan 13, 2026	n/a	yes	Fort Collins, CO	Current employment
N••••••••• A•••• M••••••••• L••	Independent wealth	Jan 8, 2025	Mar 20, 2026	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
N••••••••• A•••• M••••••••• L••	F•••• P••••••• W•••••• L••	Mar 20, 2026	Jan 13, 2026	-66	Bulk transfer	RIA to RIA
I••• C••••••	N••••••••• A•••• M••••••••• L••	Jul 3, 2024

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
175084:282241:CO:2024-07-03	Jul 3, 2024	Jul 1, 2024	FORT COLLINS, CO	Firm change
169587:175084:CO:2015-03-24	Mar 24, 2015	Apr 9, 2015	GREENWOOD VILLAGE, CO	Firm change

Relationships

Registered with (7)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Jan 13, 2026 to presentfactForm ADV
→ N••••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Jan 8, 2025 to Mar 20, 2026factForm ADV
→ I••• C••••••Registered adviserregistration: previous registration
Apr 9, 2015 to Jul 3, 2024factForm ADV
→ I•• C•••••• A•••••••• L••

Dated events

Occurred
Jul 3, 2024
Advisor changed firm
W•••• C••• J••••••• left I••• C•••••• for N••••••••• A•••• M••••••••• L•• (registered 2024-07-01)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7ac4e3aa-7770-9c84-995a-884c93d1fa59
First observed: Mar 1, 2001
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.