DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

J•• A•••••• T••••

Advisor at C••••••••• P••••••• G••••

FAIRFIELD, NJ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 30, 2010 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••••••••• P••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 23, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• P••••••• G••••	Independent wealth	Jul 27, 2020	n/a	yes	FAIRFIELD, NJ	Current employment
E•••• S••••••••• L••	Bd affiliated wealth	Apr 13, 2015	Jun 30, 2020	no	SADDLE BROOK, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• S••••••••• L••	C••••••••• P••••••• G••••	Jun 30, 2020	Jul 27, 2020	27	Firm change	Ibd to RIA
P•••• S••••••••• L••	E•••• S••••••••• L••	Apr 10, 2013	Apr 13, 2015

Relationships

Registered with (3)

→ C••••••••• P••••••• G••••Registered adviserregistration: current employment
Jul 27, 2020 to presentfactForm ADV
→ E•••• S••••••••• L••Registered adviserregistration: previous registration
Apr 13, 2015 to Jun 30, 2020factForm ADV
→ P•••• S••••••••• L••Registered adviserregistration: previous registration
Sep 30, 2010 to Apr 10, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 30, 2010
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.