DFX Intelligence

J•••••• R•••••• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

J•••••• R•••••• S•••••

Advisor at C•••••• W••••• M••••••••• L••

••• Locked

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Search this name across graphsid dfx:ria:7fc7fb35-f8f8-460c-fbbb-b311f8b40ced

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 1, 2011 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••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• W••••• M••••••••• L••	State registered	Aug 10, 2023	n/a	yes	CUMMING, GA\|RUTHERFORD, NJ	Current employment
S•••••••• B••••••••• L••	Independent wealth	Nov 2, 2018	n/a	yes	Rutherford, NJ	Current employment

Relationships

Registered with (2)

→ C•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Aug 10, 2023 to presentfactForm ADV
→ S•••••••• B••••••••• L••Registered adviserregistration: current employment
Nov 2, 2018 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7fc7fb35-f8f8-460c-fbbb-b311f8b40ced
First observed: Aug 1, 2011
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.