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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

J•••• A••• G•••••

Advisor at C•••••••• W••••• M•••••••••

MCLEAN, VA

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Search this name across graphsid dfx:ria:abca17b3-0103-89e3-5aa7-b8f142b5ab5f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 15, 2019 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•••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• W••••• M•••••••••	Independent wealth	Jan 21, 2025	n/a	yes	MCLEAN, VA	Current employment
C••••• P••••••• L••	Independent wealth	Jan 17, 2023	Jan 16, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• P••••••• L••	C•••••••• W••••• M•••••••••	Jan 16, 2025	Jan 21, 2025	5	Firm change	RIA to RIA
A•• C••••••• L••	C••••• P••••••• L••	Dec 7, 2022

Relationships

Registered with (4)

→ C•••••••• W••••• M•••••••••Registered adviserregistration: current employment
Jan 21, 2025 to presentfactForm ADV
→ C••••• P••••••• L••Registered adviserregistration: previous registration
Jan 17, 2023 to Jan 16, 2025factForm ADV
→ A•• C••••••• L••Registered adviserregistration: previous registration
Jun 11, 2021 to Dec 7, 2022factForm ADV
→ V••••••• A•••••••• I•••

Dated events

Occurred
Jan 16, 2025
Advisor changed firm
J•••• A••• G••••• left C••••• P••••••• L•• for C•••••••• W••••• M••••••••• (registered 2025-01-21)
Form ADVobserved 7 days ago
Occurred
Dec 7, 2022
Advisor changed firm
J•••• A••• G••••• left A•• C••••••• L•• for C••••• P••••••• L•• (registered 2023-01-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:abca17b3-0103-89e3-5aa7-b8f142b5ab5f
First observed: Aug 15, 2019
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.