DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant|Chartered Financial Analyst19 years in industry

J•••• A•••• B•••

Advisor at C•• A•••• M••••••••• G••••

NAPLES, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: May 6, 2013 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••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 22, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•• A•••• M••••••••• G••••	Independent wealth	Jul 27, 2023	n/a	yes	NAPLES, FL	Current employment
M••••••	Bd affiliated wealth	Jul 29, 2022	Jul 26, 2023	no	Naples, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••	C•• A•••• M••••••••• G••••	Jul 26, 2023	Jul 27, 2023	1	Firm change	Ibd to RIA
R•••••• W•••••	M••••••	Jul 26, 2022	Jul 29, 2022

Relationships

Registered with (5)

→ C•• A•••• M••••••••• G••••Registered adviserregistration: current employment
Jul 27, 2023 to presentfactForm ADV
→ M••••••Registered adviserregistration: previous registration
Jul 29, 2022 to Jul 26, 2023factForm ADV
→ R•••••• W•••••Registered adviserregistration: previous registration
Sep 15, 2015 to Jul 26, 2022factForm ADV
→ C••••••••• A••••••• S••••••• I••

Dated events

Order

Occurred
26 Jul 2023
Advisor changed firm
••• Locked
Form ADV
Occurred
26 Jul 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 6, 2013
Last observed: Sep 14, 2026 10 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.