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

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)36 years in industry

J•••••• C••• T••••••••

Advisor at A••••••••• F•••••••• S•••••••• L••

Blacksburg, VA | Christiansburg, VA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 12:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 18, 2012 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: A••••••••• F•••••••• S•••••••• L••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Jan 24, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom 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
A••••••••• F•••••••• S•••••••• L••	National bd RIA	May 15, 2025	n/a	yes	Blacksburg, VA\|Christiansburg, VA	Current employment
W•••• F•••• A•••••••	Wirehouse	Jul 1, 2015	May 21, 2025	no	NORFOLK, VA\|WILLIAMSBURG, VA\|NEWPORT NEWS, VA\|CHESAPEAKE, VA\|NORFOLK, VA\|NORFOLK, VA\|PORTSMOUTH, VA\|YORKTOWN, VA\|HAMPTON, VA\|PORTSMOUTH, VA\|PORTSMOUTH, VA\|NEWPORT NEWS, VA\|NEWPORT NEWS, VA\|HAMPTON, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	A••••••••• F•••••••• S•••••••• L••	May 21, 2025	May 15, 2025	-6	Firm change	Wirehouse to ibd
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	W•••• F•••• A•••••••	Jul 7, 2015	Jul 1, 2015

Relationships

Registered with (3)

→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: current employment
May 15, 2025 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jul 1, 2015 to May 21, 2025factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jun 18, 2012 to Jul 7, 2015factForm ADV

Dated events

Order

Occurred
21 May 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 18, 2012
Last observed: Sep 15, 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.