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

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RIA / WealthAdvisorCertified Financial Planner27 years in industry

C••••••••• J•• C•••••

Advisor at A••••••• W••••• M••••••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:95cece8b-5818-58b1-de58-d226bff37b62

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Sep 27, 2002 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: A••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 9, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• W••••• M••••••••• L••	Independent wealth	Mar 19, 2024	n/a	yes	ATLANTA, GA	Current employment
M•••••••• F•••••••• P••••••• I•••	Independent wealth	Sep 20, 2023	Feb 14, 2024	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••••• F•••••••• P••••••• I•••	A••••••• W••••• M••••••••• L••	Feb 14, 2024	Mar 19, 2024	34	Firm change	Other
T••••• A••••••• S•••••••• I•••	M•••••••• F•••••••• P••••••• I•••	Jun 9, 2023	Sep 20, 2023

Relationships

Registered with (7)

→ A••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Mar 19, 2024 to presentfactForm ADV
→ M•••••••• F•••••••• P••••••• I•••Registered adviserregistration: previous registration
Sep 20, 2023 to Feb 14, 2024factForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Sep 9, 2016 to Jun 9, 2023factForm ADV
→ S••••••• I••••••••• S•••••••• I•••

Dated events

Occurred
Feb 14, 2024
Advisor changed firm
C••••••••• J•• C••••• left M•••••••• F•••••••• P••••••• I••• for A••••••• W••••• M••••••••• L•• (registered 2024-03-19)
Form ADVobserved 7 days ago
Occurred
Jun 9, 2023
Advisor changed firm
C••••••••• J•• C••••• left T••••• A••••••• S•••••••• I••• for M•••••••• F•••••••• P••••••• I••• (registered 2023-09-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:95cece8b-5818-58b1-de58-d226bff37b62
First observed: Sep 27, 2002
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.