DFX Intelligence

J•••• A•••• N•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst11 years in industry

J•••• A•••• N•••

Advisor at C••••••• A•••• M••••••••• I••

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:7b20b22f-8ebd-bc68-a39a-4483ee5bbddd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 8, 2017 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••••••• A•••• M••••••••• I••
Current firm class: institutional managerderived
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: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• A•••• M••••••••• I••	Institutional manager	Jan 11, 2024	n/a	yes	SAN DIEGO, CA	Current employment
W•••• F•••• A•••••••	Wirehouse	Sep 8, 2017	Nov 14, 2019	no	CHARLOTTE, NC\|CHARLOTTE, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	C••••••• A•••• M••••••••• I••	Nov 14, 2019	Jan 11, 2024	1,519	Firm change after gap	Other

Relationships

Registered with (2)

→ C••••••• A•••• M••••••••• I••Registered adviserregistration: current employment
Jan 11, 2024 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Sep 8, 2017 to Nov 14, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7b20b22f-8ebd-bc68-a39a-4483ee5bbddd
First observed: Sep 8, 2017
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.