DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

J••• C••••••• G•••••

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

CENTENNIAL, CO | PARK CITY, UT

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Search this name across graphsid dfx:ria:bffc0218-9f6d-f413-91d8-57c922a4ff5a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: May 25, 2023 to Sep 15, 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••••••• F•••••••• S•••••• C•••••••••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Dec 1, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• F•••••••• S•••••• C•••••••••	Former SEC adviser	Mar 10, 2025	n/a	yes	CENTENNIAL, CO\|PARK CITY, UT	Current employment
E•••••• E••••• L••	Bd affiliated wealth	Nov 20, 2023	Nov 25, 2024	no	Irvine, CA\|Park City, UT\|SAN MATEO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• E••••• L••	C••••••• F•••••••• S•••••• C•••••••••	Nov 25, 2024	Mar 10, 2025	105	Firm change	Other
G•• P•••••• W•••••	E•••••• E••••• L••	Mar 6, 2024	Nov 20, 2023

Relationships

Registered with (3)

→ C••••••• F•••••••• S•••••• C•••••••••Registered adviserregistration: current employment
Mar 10, 2025 to presentfactForm ADV
→ E•••••• E••••• L••Registered adviserregistration: previous registration
Nov 20, 2023 to Nov 25, 2024factForm ADV
→ G•• P•••••• W•••••Registered adviserregistration: previous registration
May 25, 2023 to Mar 6, 2024factForm ADV

Dated events

Occurred
Nov 25, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 6, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bffc0218-9f6d-f413-91d8-57c922a4ff5a
First observed: May 25, 2023
Last observed: Sep 15, 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.