DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

J•••• J••••• T••••••

Advisor at C•• F•••••••• C•••••••••

SCOTTSDALE, AZ | Chino Hills, CA

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Search this name across graphsid dfx:ria:879aa2c1-ef68-ed2c-f693-f29cb62285d0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 20, 2019 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•• F•••••••• C•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•• F•••••••• C•••••••••	Independent wealth	Sep 16, 2022	n/a	yes	SCOTTSDALE, AZ\|Chino Hills, CA	Current employment
O••••• I••••••••• A••••••• L••	Independent wealth	Jun 14, 2022	Feb 17, 2025	no	CHINO HILLS, CA\|SARASOTA, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••• I••••••••• A••••••• L••	C•• F•••••••• C•••••••••	Feb 17, 2025	Sep 16, 2022	-885	Firm change after gap	RIA to RIA
M••••••	O••••• I••••••••• A••••••• L••	Feb 16, 2022	Jun 14, 2022

Relationships

Registered with (4)

→ C•• F•••••••• C•••••••••Registered adviserregistration: current employment
Sep 16, 2022 to presentfactForm ADV
→ O••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 14, 2022 to Feb 17, 2025factForm ADV
→ M••••••Registered adviserregistration: previous registration
Feb 25, 2021 to Feb 16, 2022factForm ADV
→ E• W••••• A•••••••

Dated events

Occurred
Feb 17, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 16, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:879aa2c1-ef68-ed2c-f693-f29cb62285d0
First observed: Dec 20, 2019
Last observed: Sep 14, 2026 9 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.