DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

J••••••• F•••••• L••••••••

Advisor at C••••• F•• F•••••••• P••••••• I••

SOUTHFIELD, MI

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Search this name across graphsid dfx:ria:a2a79e38-4c19-08bf-2d59-3ae4aa882417

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 2, 2007 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••••• F•• F•••••••• P••••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 25, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• F•• F•••••••• P••••••• I••	Independent wealth	Feb 27, 2026	n/a	yes	SOUTHFIELD, MI	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Aug 9, 2017	Mar 12, 2026	no	SOUTHFIELD, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	C••••• F•• F•••••••• P••••••• I••	Mar 12, 2026	Feb 27, 2026	-13	Firm change	Ibd to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Aug 31, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:109599:MI:2026-03-12	Mar 12, 2026	Feb 27, 2026	SOUTHFIELD, MI	Firm change

Relationships

Registered with (3)

→ C••••• F•• F•••••••• P••••••• I••Registered adviserregistration: current employment
Feb 27, 2026 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Aug 9, 2017 to Mar 12, 2026factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 2, 2007 to Aug 31, 2016factForm ADV

Dated events

Occurred
Mar 12, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a2a79e38-4c19-08bf-2d59-3ae4aa882417
First observed: Oct 2, 2007
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.