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

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RIA / WealthAdvisor17 years in industry

J•••• A•••••••• J••••

Advisor at C•••••• B••••••• • F•••••••• S•••••••

Princeton, NJ | LONGBOAT KEY, FL

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Search this name across graphsid dfx:ria:acecfe55-8237-cef2-abc9-654f91c6ba30

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 29, 2013 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•••••• B••••••• • F•••••••• S•••••••
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: Jan 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom 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•••••• B••••••• • F•••••••• S•••••••	State registered	Mar 18, 2026	n/a	yes	LONGBOAT KEY, FL\|Princeton, NJ	Current employment
A•••••• A••••••• S•••••••	Former SEC adviser	Jul 29, 2013	Jun 12, 2019	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•••••• A••••••• S•••••••	C•••••• B••••••• • F•••••••• S•••••••	Jun 12, 2019	Mar 18, 2026	2,471	Firm change after gap	Ibd to state RIA

Relationships

Registered with (2)

→ C•••••• B••••••• • F•••••••• S•••••••Registered adviserregistration: current employment
Mar 18, 2026 to presentfactForm ADV
→ A•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Jul 29, 2013 to Jun 12, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:acecfe55-8237-cef2-abc9-654f91c6ba30
First observed: Jul 29, 2013
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.