DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

J••••••••• M•••• V•••••••••

Advisor at C•••••• A•••• M••••••••• L••

West Palm Beach, FL | CHICAGO, IL

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Search this name across graphsid dfx:ria:cc771d32-c7b1-4908-03fa-831d5d938f07

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 17, 2024 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•••••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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•••••• A•••• M••••••••• L••	Independent wealth	Jul 7, 2026	n/a	yes	CHICAGO, IL\|West Palm Beach, FL	Current employment
S•••••• N••••••• • C••••••• I•••••••••	National bd RIA	May 17, 2024	May 28, 2026	no	PALM BEACH GARDENS, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• N••••••• • C••••••• I•••••••••	C•••••• A•••• M••••••••• L••	May 28, 2026	Jul 7, 2026	40	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ C•••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Jul 7, 2026 to presentfactForm ADV
→ S•••••• N••••••• • C••••••• I•••••••••Registered adviserregistration: previous registration
May 17, 2024 to May 28, 2026factForm ADV

Dated events

Occurred
May 28, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cc771d32-c7b1-4908-03fa-831d5d938f07
First observed: May 17, 2024
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.