DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

J••• C•••• F••••••

Advisor at R••••••• W••••• M•••••••••

Jackson, WY

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Search this name across graphsid dfx:ria:b73f8c1d-fceb-7d0d-f539-cbfccb0f1086

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 13, 2011 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: R••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 12, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••••• W••••• M•••••••••	Independent wealth	Jul 24, 2026	n/a	yes	Jackson, WY	Current employment
R•••••••• F••••••••	Former SEC adviser	Feb 3, 2015	Nov 11, 2015	no	PORTLAND, OR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••••• F••••••••	R••••••• W••••• M•••••••••	Nov 11, 2015	Jul 24, 2026	3,908	Firm change after gap	Other
A••••••• A••••••• S•••••••	R•••••••• F••••••••	May 5, 2015	Feb 3, 2015

Relationships

Registered with (6)

→ R••••••• W••••• M•••••••••Registered adviserregistration: current employment
Jul 24, 2026 to presentfactForm ADV
→ R•••••••• F••••••••Registered adviserregistration: previous registration
Feb 3, 2015 to Nov 11, 2015factForm ADV
→ A••••••• A••••••• S•••••••Registered adviserregistration: previous registration
Sep 25, 2012 to May 5, 2015factForm ADV
→ S•• I••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b73f8c1d-fceb-7d0d-f539-cbfccb0f1086
First observed: Jan 13, 2011
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.