B•••• S•••••••

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

Roswell, GA | PLANO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9d89bdd8-413c-adb9-351b-c6f62a24aa9a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 6, 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••••••• A•••••• G••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• A•••••• G••••• I•••	Independent wealth	Feb 27, 2024	n/a	yes	PLANO, TX\|Roswell, GA	Current employment
S•• J••• • A••••••••• I•••	Independent wealth	Aug 26, 2021	Mar 23, 2022	no	ROSWELL, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•• J••• • A••••••••• I•••	C••••••• A•••••• G••••• I•••	Mar 23, 2022	Feb 27, 2024	706	Firm change after gap	RIA to RIA
C••••••• W••••• A•••••••• L••	S•• J••• • A••••••••• I•••	Nov 16, 2021	Aug 26, 2021

Relationships

Registered with (3)

→ C••••••• A•••••• G••••• I•••Registered adviserregistration: current employment
Feb 27, 2024 to presentfactForm ADV
→ S•• J••• • A••••••••• I•••Registered adviserregistration: previous registration
Aug 26, 2021 to Mar 23, 2022factForm ADV
→ C••••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Nov 6, 2020 to Nov 16, 2021factForm ADV

Dated events

Occurred
Mar 23, 2022
A•••••• firm change
B•••• S••••••• left S•• J••• • A••••••••• I••• for C••••••• A•••••• G••••• I••• (registered 2024-02-27)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9d89bdd8-413c-adb9-351b-c6f62a24aa9a
First observed: Nov 6, 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.