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

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RIA / WealthAdvisorChartered Financial Analyst32 years in industry

J••• P••••• F•••

Advisor at C•• A•••• M••••••••• G••••

N•••••, FL

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Search this name across graphsid dfx:ria:ad876723-2413-b6d8-1fc9-4b3fd8ac5bf5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 1, 2003 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•• A•••• M••••••••• G••••
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: Jun 24, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 6derivedfrom 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•• A•••• M••••••••• G••••	Independent wealth	Jul 20, 2020	n/a	yes	N•••••, FL	Current employment
C•• N•••••• L••	Former SEC adviser	Feb 14, 2022	Dec 31, 2022	no	N•••••, FL

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•• N•••••• L••	n/a	Dec 31, 2022	n/a	n/a	Departure no registered destination	Departure
P•••••• C•••••• M•••••••••	C•• A•••• M••••••••• G••••	May 29, 2020	Jul 20, 2020

Relationships

Registered with (4)

→ C•• A•••• M••••••••• G••••Registered adviserregistration: current employment
Jul 20, 2020 to presentfactForm ADV
→ C•• N•••••• L••Registered adviserregistration: previous registration
Feb 14, 2022 to Dec 31, 2022factForm ADV
→ P•••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Oct 8, 2013 to May 29, 2020factForm ADV
→ P•••••• C•••••• M••••••••• L•

Dated events

Occurred
Dec 31, 2022
Advisor departed, no destination yet
J••• P••••• F••• no longer registered at C•• N•••••• L••; no later IA registration on IAPD
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ad876723-2413-b6d8-1fc9-4b3fd8ac5bf5
First observed: Dec 1, 2003
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.