DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

N••••••• J••••• H•••••

Advisor at C•• A•••••••• L••

ATLANTA, GA | Tampa, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 14, 2017 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•• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•• A•••••••• L••	Independent wealth	Aug 25, 2022	n/a	yes	Tampa, FL\|ATLANTA, GA	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Jan 16, 2020	Jul 12, 2021	no	ST. PETERSBURG, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	C•• A•••••••• L••	Jul 12, 2021	Aug 25, 2022	409	Firm change after gap	Ibd to RIA
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	R•••••• J•••• • A••••••••• I•••	Dec 31, 2019	Jan 16, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:705:FL:2019-12-31	Dec 31, 2019	Jan 16, 2020	ST PETERSBURG, FL	Firm change

Relationships

Registered with (4)

→ C•• A•••••••• L••Registered adviserregistration: current employment
Aug 25, 2022 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Jan 16, 2020 to Jul 12, 2021factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Nov 16, 2018 to Dec 31, 2019factForm ADV
→ E••••• J••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 14, 2017
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.