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

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

C••• G••••• J••••••

Advisor at N••••••••• M••••• I••••••••• S•••••••••

FORT COLLINS, CO

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Search this name across graphsid dfx:ria:8625e1ac-64a9-aa46-8f4f-ef370c3400b0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Aug 29, 2023 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: N••••••••• M••••• I••••••••• S•••••••••
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Jan 1, 2026	n/a	yes	FORT COLLINS, CO	Current employment
P••••••••• W••••• A•••••••	Independent wealth	Sep 9, 2024	Nov 25, 2024	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••• W••••• A•••••••	N••••••••• M••••• I••••••••• S•••••••••	Nov 25, 2024	Jan 1, 2026	402	Firm change after gap	Other
N••••••••• M••••• I••••••••• S•••••••••	P••••••••• W••••• A•••••••	Sep 9, 2024

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
2881:332574:CO:2024-09-09	Sep 9, 2024	Sep 9, 2024	LOVELAND, CO	Firm change

Relationships

Registered with (2)

→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Aug 29, 2023 to Sep 9, 2024factForm ADV
→ P••••••••• W••••• A•••••••Registered adviserregistration: previous registration
Sep 9, 2024 to Nov 25, 2024factForm ADV

Dated events

Occurred
Nov 25, 2024
Advisor changed firm
C••• G••••• J•••••• left P••••••••• W••••• A••••••• for N••••••••• M••••• I••••••••• S••••••••• (registered 2026-01-01)
Form ADVobserved 7 days ago
Occurred
Sep 9, 2024
Advisor changed firm
C••• G••••• J•••••• left N••••••••• M••••• I••••••••• S••••••••• for P••••••••• W••••• A••••••• (registered 2024-09-09)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8625e1ac-64a9-aa46-8f4f-ef370c3400b0
First observed: Aug 29, 2023
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.