DFX Intelligence

A•••••••• F• R•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor15 years in industry

A•••••••• F• R•••••••••

Advisor at W•••••• J••••• C•••••• M••••••••• I•••

••• Locked

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Search this name across graphsid dfx:ria:832fd65b-ec33-6a53-3726-f51a37f89b89

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 4, 2021 to Sep 15, 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: W•••••• J••••• C•••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom 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
W•••••• J••••• C•••••• M••••••••• I•••	Independent wealth	Aug 10, 2024	n/a	yes	New Port Richey, FL\|BRISTOL, CT\|Tampa, FL	Current employment
G••••••• A•••••••• L••	Independent wealth	Jun 4, 2021	Aug 5, 2024	no	Tampa, FL\|ARDEN HILLS, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••••• A•••••••• L••	W•••••• J••••• C•••••• M••••••••• I•••	Aug 5, 2024	Aug 10, 2024	5	Firm change	RIA to RIA

Relationships

Registered with (2)

→ W•••••• J••••• C•••••• M••••••••• I•••Registered adviserregistration: current employment
Aug 10, 2024 to presentfactForm ADV
→ G••••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 4, 2021 to Aug 5, 2024factForm ADV

Dated events

Occurred
Aug 5, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:832fd65b-ec33-6a53-3726-f51a37f89b89
First observed: Jun 4, 2021
Last observed: Sep 15, 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.