J•••• C••••••

Advisor at C•••• C••••••

TOLEDO, OH

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:ca2b435f-6a0d-ed94-f348-a840f33a6d4f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 13, 2011 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•••• C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 13, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom 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
C•••• C••••••	Independent wealth	Mar 12, 2026	n/a	yes	TOLEDO, OH	Current employment
A••••••• A••••••• S•••••••• L••	Bd affiliated wealth	Nov 1, 2021	Feb 20, 2026	no	TOLEDO, OH\|Toledo, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• A••••••• S•••••••• L••	C•••• C••••••	Feb 20, 2026	Mar 12, 2026	20	Firm change	Ibd to RIA
A••••••• A••••••• S•••••••	A••••••• A••••••• S•••••••• L••	Nov 1, 2021	Nov 1, 2021

Relationships

Registered with (6)

→ C•••• C••••••Registered adviserregistration: current employment
Mar 12, 2026 to presentfactForm ADV
→ A••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Nov 1, 2021 to Feb 20, 2026factForm ADV
→ A••••••• A••••••• S•••••••Registered adviserregistration: previous registration
Apr 3, 2018 to Nov 1, 2021factForm ADV
→ J••• M••••• S••••••••• L••

Dated events

Occurred
Feb 20, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ca2b435f-6a0d-ed94-f348-a840f33a6d4f
First observed: Jul 13, 2011
Last observed: Sep 14, 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.