D••••• J• D••••

Advisor at ••••••••

Winston Salem, NC | Clayton, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c521c82c-593b-f366-1087-5413bbdbb157

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 3, 2022 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: ••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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
••••••••	Independent wealth	Apr 3, 2025	n/a	yes	Clayton, MO\|Winston Salem, NC	Current employment
W•••• F•••• A•••••••	Wirehouse	Jul 12, 2023	Apr 17, 2025	no	WINSTON-SALEM, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	••••••••	Apr 17, 2025	Apr 3, 2025	-14	Firm change	Wirehouse to RIA
W•••• F•••• A•••••••	W•••• F•••• A•••••••	Jul 12, 2023	Jul 12, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
11025:3767:NC:2025-04-17	Apr 17, 2025	Apr 3, 2025	WINSTONSALEM, NC	Firm change
19616:11025:NC:2023-07-06	Jul 12, 2023	Jul 12, 2023	WINSTON SALEM, NC	Firm change

Relationships

Registered with (3)

→ ••••••••Registered adviserregistration: current employment
Apr 3, 2025 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jul 12, 2023 to Apr 17, 2025factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jun 3, 2022 to Jul 12, 2023factForm ADV

Dated events

Occurred
Apr 17, 2025
Advisor changed firm
D••••• J• D•••• left W•••• F•••• A••••••• for &Partners (registered 2025-04-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c521c82c-593b-f366-1087-5413bbdbb157
First observed: Jun 3, 2022
Last observed: Sep 15, 2026 7 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.