DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

J••••• J• N•••••

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

Roswell, GA | FORT WORTH, TX

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Search this name across graphsid dfx:ria:c00f9220-9f6a-2300-3c61-dbc98279e961

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jun 13, 2005 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: F•••• C•••••• A••••••• S•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Apr 6, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom 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
F•••• C•••••• A••••••• S•••••••	Bd affiliated wealth	Apr 22, 2026	n/a	yes	FORT WORTH, TX\|Roswell, GA	Current employment
L•• E••••••••• L••	Bd affiliated wealth	Oct 10, 2024	Mar 19, 2025	no	CUMMING, GA\|Cumming, GA\|FORT MILL, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• E••••••••• L••	F•••• C•••••• A••••••• S•••••••	Mar 19, 2025	Apr 22, 2026	399	Firm change	Other
T•••• A•••••••• L••	L•• E••••••••• L••	Jul 25, 2024	Oct 10, 2024

Relationships

Registered with (6)

→ F•••• C•••••• A••••••• S•••••••Registered adviserregistration: current employment
Apr 22, 2026 to presentfactForm ADV
→ L•• E••••••••• L••Registered adviserregistration: previous registration
Oct 10, 2024 to Mar 19, 2025factForm ADV
→ T•••• A•••••••• L••Registered adviserregistration: previous registration
Apr 1, 2015 to Jul 25, 2024factForm ADV
→ S•••••• S••••••••• I•••

Dated events

Occurred
Mar 19, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 25, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c00f9220-9f6a-2300-3c61-dbc98279e961
First observed: Jun 13, 2005
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.