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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

C••••• J•••• J••••••

Advisor at C••••••

Tulsa, OK

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Search this name across graphsid dfx:ria:8b5782f0-008b-6f08-6884-7e1046f64f62

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 18, 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: C••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

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
C••••••	Independent wealth	Jul 2, 2026	n/a	yes	Tulsa, OK	Current employment
C•••••• A•••••••• I•••	Former SEC adviser	Nov 18, 2023	Jul 17, 2026	no	TULSA, OK

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
C•••••• A•••••••• I•••	C••••••	Jul 17, 2026	Jul 2, 2026	-15	Bulk transfer	RIA to RIA

Relationships

Registered with (2)

→ C••••••Registered adviserregistration: current employment
Jul 2, 2026 to presentfactForm ADV
→ C•••••• A•••••••• I•••Registered adviserregistration: previous registration
Nov 18, 2023 to Jul 17, 2026factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8b5782f0-008b-6f08-6884-7e1046f64f62
First observed: Nov 18, 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.