B•••• J•• C••••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

Houston, TX | Atlanta, GA

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:cbd51416-0c17-589b-9730-1a04f416e1ba

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Oct 22, 1991 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: C•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 2, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Apr 11, 2022	n/a	yes	Houston, TX\|Atlanta, GA	Current employment
V•••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Mar 1, 2018	Apr 20, 2022	no	HOUSTON, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•••• F•••••••• A•••••••• I•••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Apr 20, 2022	Apr 11, 2022	-9	Firm change	Ibd to ibd
E•••••• C•••••• M••••••••• L••	V•••• F•••••••• A•••••••• I•••	Mar 2, 2018	Mar 1, 2018

Relationships

Registered with (8)

→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Apr 11, 2022 to presentfactForm ADV
→ V•••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 1, 2018 to Apr 20, 2022factForm ADV
→ E•••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 7, 2017 to Mar 2, 2018factForm ADV
→ N••• F•••••••• G••••• I•••

Dated events

Occurred
Apr 20, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cbd51416-0c17-589b-9730-1a04f416e1ba
First observed: Oct 22, 1991
Last observed: Sep 15, 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.