DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

J••• S•••••••• D••••••

Advisor at C••••••• C••••••• L••

DENVILLE, NJ

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Search this name across graphsid dfx:ria:9560e673-9d31-6cc6-9d06-4ba05d1234f8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 9, 2020 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••••••• C••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 13, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• C••••••• L••	State registered	Apr 30, 2026	n/a	yes	DENVILLE, NJ	Current employment
P•••••••• F•••••••• S•••••••	Independent wealth	Jul 9, 2020	Nov 3, 2021	no	MINE HILL, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• F•••••••• S•••••••	C••••••• C••••••• L••	Nov 3, 2021	Apr 30, 2026	1,639	Firm change after gap	RIA to state RIA

Relationships

Registered with (2)

→ C••••••• C••••••• L••Registered adviserregistration: current employment
Apr 30, 2026 to presentfactForm ADV
→ P•••••••• F•••••••• S•••••••Registered adviserregistration: previous registration
Jul 9, 2020 to Nov 3, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9560e673-9d31-6cc6-9d06-4ba05d1234f8
First observed: Jul 9, 2020
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.