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

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RIA / WealthAdvisor31 years in industry

J•••••• A• C•••••••

Advisor at A••••••• C•••••• A•• W••••• L••

GLEN ALLEN, VA

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Search this name across graphsid dfx:ria:ac84f12f-7f97-6e92-9423-1872b5c6b83a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 24, 2025 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: A••••••• C•••••• A•• W••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 4derivedfrom 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
A••••••• C•••••• A•• W••••• L••	State registered	Apr 21, 2022	n/a	yes	GLEN ALLEN, VA	Current employment
A••••••• W••••• M••••••••• L••	Independent wealth	Jun 24, 2025	May 29, 2026	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
A••••••• W••••• M••••••••• L••	n/a	May 29, 2026	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ A••••••• C•••••• A•• W••••• L••Registered adviserregistration: current employment
Apr 21, 2022 to presentfactForm ADV
→ A••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 24, 2025 to May 29, 2026factForm ADV

Dated events

Occurred
May 29, 2026
Advisor departed, no destination yet
J•••••• A• C••••••• no longer registered at A••••••• W••••• M••••••••• L••; no later IA registration on IAPD
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ac84f12f-7f97-6e92-9423-1872b5c6b83a
First observed: Jun 24, 2025
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.