DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

J••••••• D•••• R•••••

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

ATKINSON, NH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 30, 2019 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: C•••••••• F•••••••• S••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 18, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• F•••••••• S••••••••• L••	State registered	Feb 14, 2022	n/a	yes	ATKINSON, NH	Current employment
G••••••• A•••••••• L••	Independent wealth	Nov 8, 2021	Apr 6, 2022	no	ARDEN HILLS, MN\|Atkinson, NH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••••• A•••••••• L••	C•••••••• F•••••••• S••••••••• L••	Apr 6, 2022	Feb 14, 2022	-51	Firm change after gap	RIA to state RIA
I•••••• A•••••••• L••	G••••••• A•••••••• L••	Oct 11, 2021	Nov 8, 2021

Relationships

Registered with (3)

→ C•••••••• F•••••••• S••••••••• L••Registered adviserregistration: current employment
Feb 14, 2022 to presentfactForm ADV
→ G••••••• A•••••••• L••Registered adviserregistration: previous registration
Nov 8, 2021 to Apr 6, 2022factForm ADV
→ I•••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 30, 2019 to Oct 11, 2021factForm ADV

Dated events

Order

Occurred
6 Apr 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 30, 2019
Last observed: Sep 14, 2026 10 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.