DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)46 years in industry

J•••••• P••• C••••••

Advisor at C•••••• T•••• • C••••••• I•••

ATLANTA, GA

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Search this name across graphsid dfx:ria:e607a117-2ee4-8e85-22ba-58fd470e62e1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 31, 2003 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•••••• T•••• • C••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 28, 1979earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• T•••• • C••••••• I•••	Independent wealth	Jan 31, 2020	n/a	yes	ATLANTA, GA\|ATLANTA, GA	Current employment
S•••••••	Bd affiliated wealth	Jan 31, 2012	Jan 8, 2020	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••	C•••••• T•••• • C••••••• I•••	Jan 8, 2020	Jan 31, 2020	23	Firm change	Ibd to ibd
M••••• S••••••	S•••••••	Jan 19, 2012	Jan 31, 2012

Relationships

Registered with (4)

→ C•••••• T•••• • C••••••• I•••Registered adviserregistration: current employment
Jan 31, 2020 to presentfactForm ADV
→ S•••••••Registered adviserregistration: previous registration
Jan 31, 2012 to Jan 8, 2020factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Jan 19, 2012factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e607a117-2ee4-8e85-22ba-58fd470e62e1
First observed: Mar 31, 2003
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.