DFX Intelligence

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

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RIA / WealthAdvisor28 years in industry

J••••• B•••• J•••••••

Advisor at C•••• I••••••••• R•••••••• L••

ALPHARETTA, GA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 10, 2004 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••••••••• R•••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Nov 25, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• I••••••••• R•••••••• L••	Institutional manager	Sep 8, 2014	n/a	yes	ALPHARETTA, GA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Nov 3, 2010	Dec 31, 2011	no	ATLANTA, GA\|SAN DIEGO, CA\|ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• A•••••••	L•• F•••••••• L••	Nov 20, 2015	Nov 3, 2010	-1,843	Firm change after gap	Other
L•• F•••••••• L••	C•••• I••••••••• R•••••••• L••	Dec 31, 2011	Sep 8, 2014

Relationships

Registered with (4)

→ C•••• I••••••••• R•••••••• L••Registered adviserregistration: current employment
Sep 8, 2014 to presentfactForm ADV
→ C•••••••• A•••••••Registered adviserregistration: previous registration
Aug 2, 2010 to Nov 20, 2015factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Nov 3, 2010 to Dec 31, 2011factForm ADV
→ I•••••••• A••••••• I••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 10, 2004
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.