DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

D••••• D•••••• M••••••

Advisor at J• W• C••• A•••••••• I•••

Tampa, FL | TAMPA, FL

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Search this name across graphsid dfx:ria:eb4f3676-a248-151c-abfb-d2b4e5ce6e8b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 2, 2008 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: J• W• C••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 20, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J• W• C••• A•••••••• I•••	Bd affiliated wealth	Sep 17, 2021	n/a	yes	Tampa, FL\|TAMPA, FL	Current employment
I•• W••••• M••••••••• L••	Bd affiliated wealth	May 19, 2021	Sep 7, 2021	no	TAMPA, FL\|CHICAGO, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•• W••••• M••••••••• L••	J• W• C••• A•••••••• I•••	Sep 7, 2021	Sep 17, 2021	10	Firm change	RIA to RIA
D••••• W••••• M•••••••••	I•• W••••• M••••••••• L••	Mar 8, 2021	May 19, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
149777:288590:FL:2019-03-04	Mar 8, 2019	Mar 19, 2019	TAMPA, FL	Firm change

Relationships

Registered with (6)

→ J• W• C••• A•••••••• I•••Registered adviserregistration: current employment
Sep 17, 2021 to presentfactForm ADV
→ I•• W••••• M••••••••• L••Registered adviserregistration: previous registration
May 19, 2021 to Sep 7, 2021factForm ADV
→ D••••• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 19, 2021 to Mar 8, 2021factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eb4f3676-a248-151c-abfb-d2b4e5ce6e8b
First observed: Jan 2, 2008
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.