DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

J•••• J•••• W•••••••

Advisor at C••••••••• W•••••• L••

Commack, NY | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:803c01a5-13a1-2dc4-9694-eee0e9b5cd26

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 16, 2022 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•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• W•••••• L••	Independent wealth	Dec 24, 2024	n/a	yes	LOS ANGELES, CA\|Commack, NY	Current employment
C••••••••• W•••••• L••	Independent wealth	Dec 16, 2022	Dec 18, 2024	no	Commack, NY\|LOS ANGELES, CA

Relationships

Registered with (1)

→ C••••••••• W•••••• L••Registered adviserregistration: previous registration
Dec 16, 2022 to Dec 18, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:803c01a5-13a1-2dc4-9694-eee0e9b5cd26
First observed: Dec 16, 2022
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.