DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

J••• D•••• D•••••••••

Advisor at C•••••• I••••••••• A•••••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:cb48f5f7-66b6-a948-4072-4d432d334469

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 17, 2016 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•••••• I••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• I••••••••• A•••••••• L••	Independent wealth	Aug 10, 2026	n/a	yes	ATLANTA, GA	Current employment
R••••• B••• • C••• L••	Former SEC adviser	Aug 17, 2016	Aug 1, 2017	no	Roswell, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• B••• • C••• L••	C•••••• I••••••••• A•••••••• L••	Aug 1, 2017	Aug 10, 2026	3,296	Firm change after gap	Other

Relationships

Registered with (2)

→ C•••••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Aug 10, 2026 to presentfactForm ADV
→ R••••• B••• • C••• L••Registered adviserregistration: previous registration
Aug 17, 2016 to Aug 1, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cb48f5f7-66b6-a948-4072-4d432d334469
First observed: Aug 17, 2016
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.