DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst12 years in industry

J•••••• C•••••• C•••

Advisor at B••• W••••• A•••••••• I•••

COVINGTON, LA | COLUMBUS, OH

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Search this name across graphsid dfx:ria:bebf3572-f943-489a-18cb-b1bb266eb223

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 12, 2020 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: B••• W••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• W••••• A•••••••• I•••	Independent wealth	Apr 3, 2023	n/a	yes	COVINGTON, LA\|COLUMBUS, OH	Current employment
B••••••••• G•••• • A•••••••••	Former SEC adviser	Nov 1, 2022	Jun 17, 2024	no	COLUMBUS, OH\|ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• G•••• • A•••••••••	B••• W••••• A•••••••• I•••	Jun 17, 2024	Apr 3, 2023	-441	Firm change after gap	RIA to RIA
A••••••••• F•••••••• S•••••••• L••	B••••••••• G•••• • A•••••••••	Oct 20, 2022	Nov 1, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
166911:109867:GA:2024-06-17	Jun 17, 2024	Apr 3, 2023	ATLANTA, GA	Firm change after gap

Relationships

Registered with (3)

→ B••• W••••• A•••••••• I•••Registered adviserregistration: current employment
Apr 3, 2023 to presentfactForm ADV
→ B••••••••• G•••• • A•••••••••Registered adviserregistration: previous registration
Nov 1, 2022 to Jun 17, 2024factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 12, 2020 to Oct 20, 2022factForm ADV

Dated events

Occurred
Jun 17, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Oct 20, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bebf3572-f943-489a-18cb-b1bb266eb223
First observed: Oct 12, 2020
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.