DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

T•••• J•••• C••••••••

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

Vila Velha | CASSELBERRY, FL

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Search this name across graphsid dfx:ria:d97d92b2-59b4-5028-af03-3d139542c403

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 18, 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: I•• I••••••••• A••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 11, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•• I••••••••• A••••••• L••	State registered	Feb 26, 2025	n/a	yes	CASSELBERRY, FL\|Vila Velha	Current employment
I•• I••••••••• A••••••• L••	State registered	Apr 22, 2020	Feb 25, 2021	no	CASSELBERRY, FL\|Fairfield, IA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••••• C••••••• L••	I•• I••••••••• A••••••• L••	May 7, 2018	Apr 22, 2020	716	Firm change after gap	Other

Relationships

Registered with (2)

→ I•• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Apr 22, 2020 to Feb 25, 2021factForm ADV
→ E••••••• C••••••• L••Registered adviserregistration: previous registration
Mar 18, 2016 to May 7, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d97d92b2-59b4-5028-af03-3d139542c403
First observed: Mar 18, 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.