DFX Intelligence

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

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RIA / WealthAdvisor38 years in industry

J•••••• J••• F••••

Advisor at Y••• C••••• F•••••••• L••

Las Vegas, NV | ST. CLOUD, FL

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Search this name across graphsid dfx:ria:98c147e7-2d63-8047-f17b-2f1aa1716bdd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 17, 2018 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: Y••• C••••• F•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Y••• C••••• F•••••••• L••	State registered	Nov 9, 2022	n/a	yes	ST. CLOUD, FL\|Las Vegas, NV	Current employment
H••••• I••••••••• M••••••••• L••	Independent wealth	Dec 4, 2020	Jul 28, 2022	no	Las Vegas, NV\|CINCINNATI, OH\|Las Vegas, NV\|Las Vegas, NV

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••• I••••••••• M••••••••• L••	Y••• C••••• F•••••••• L••	Jul 28, 2022	Nov 9, 2022	104	Firm change	RIA to state RIA
G••••••• A•••••••• L••	H••••• I••••••••• M••••••••• L••	Nov 25, 2020	Dec 4, 2020

Relationships

Registered with (3)

→ Y••• C••••• F•••••••• L••Registered adviserregistration: current employment
Nov 9, 2022 to presentfactForm ADV
→ H••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 4, 2020 to Jul 28, 2022factForm ADV
→ G••••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 17, 2018 to Nov 25, 2020factForm ADV

Dated events

Occurred
Jul 28, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:98c147e7-2d63-8047-f17b-2f1aa1716bdd
First observed: Sep 17, 2018
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.