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

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RIA / WealthAdvisor11 years in industry

J••••• C•• T•••••

Advisor at F••••••• S••••• A••••••• I•••

CHAPEL HILL, NC

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Search this name across graphsid dfx:ria:c7930cb1-6381-16f4-65b5-ba1bb3dff035

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 5, 2014 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: F••••••• S••••• A••••••• I•••
Current firm class: bank affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 5, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••• S••••• A••••••• I•••	Bank affiliated wealth	Jan 27, 2016	n/a	yes	CHAPEL HILL, NC	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Dec 5, 2014	Jan 11, 2016	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	F••••••• S••••• A••••••• I•••	Jan 11, 2016	Jan 27, 2016	16	Firm change	Other

Relationships

Registered with (2)

→ F••••••• S••••• A••••••• I•••Registered adviserregistration: current employment
Jan 27, 2016 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Dec 5, 2014 to Jan 11, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c7930cb1-6381-16f4-65b5-ba1bb3dff035
First observed: Dec 5, 2014
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.