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

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RIA / WealthAdvisor14 years in industry

J•••••• R•••••• G••••••

Advisor at C••••••• H••• I••••••••• A••••••••• L••

LANCASTER, PA

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Search this name across graphsid dfx:ria:b75c8547-c228-d82b-a02c-7e97d338e2cd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 17, 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••••••• H••• I••••••••• A••••••••• 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: Aug 9, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 7derivedfrom 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••••••• H••• I••••••••• A••••••••• L••	State registered	Jun 27, 2019	n/a	yes	LANCASTER, PA	Current employment
R•• P•••••• W•••••	Independent wealth	Dec 7, 2016	Sep 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
R•• P•••••• W•••••	C••••••• H••• I••••••••• A••••••••• L••	Sep 12, 2019	Jun 27, 2019	-77	Firm change after gap	RIA to state RIA
D••••• W•••••• L••	R•• P•••••• W•••••	Dec 8, 2016

Relationships

Registered with (4)

→ C••••••• H••• I••••••••• A••••••••• L••Registered adviserregistration: current employment
Jun 27, 2019 to presentfactForm ADV
→ R•• P•••••• W•••••Registered adviserregistration: previous registration
Dec 7, 2016 to Sep 12, 2019factForm ADV
→ D••••• W•••••• L••Registered adviserregistration: previous registration
Dec 17, 2015 to Dec 8, 2016factForm ADV
→ C••••••••• F•••••••• N••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b75c8547-c228-d82b-a02c-7e97d338e2cd
First observed: Jan 17, 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.