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

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RIA / WealthAdvisor16 years in industry

J••• B•••••• W•••

Advisor at C••• I••••••••• A•••••••• I•••

MCDONOUGH, GA | CUMMING, GA

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Search this name across graphsid dfx:ria:89ae43b3-a2e0-f2fc-e452-83c32cd94813

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 17, 2012 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: C••• I••••••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••• I••••••••• A•••••••• I•••	Independent wealth	Jan 8, 2021	n/a	yes	MCDONOUGH, GA\|CUMMING, GA	Current employment
4••• G•••••••••	Independent wealth	Sep 17, 2012	Feb 21, 2019	no	ALTAMONTE SPRINGS,, FL\|Cumming, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
4••• G•••••••••	C••• I••••••••• A•••••••• I•••	Feb 21, 2019	Jan 8, 2021	687	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ C••• I••••••••• A•••••••• I•••Registered adviserregistration: current employment
Jan 8, 2021 to presentfactForm ADV
→ 4••• G•••••••••Registered adviserregistration: previous registration
Sep 17, 2012 to Feb 21, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:89ae43b3-a2e0-f2fc-e452-83c32cd94813
First observed: Sep 17, 2012
Last observed: Sep 15, 2026 7 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.