DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

J•••••• J• Q••••

Advisor at C•• G•••• A•••••••• L••

WALL TOWNSHIP, NJ

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Search this name across graphsid dfx:ria:ebb708b4-f276-7812-dd6f-f5fca367eeb9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Oct 9, 2002 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•• G•••• A•••••••• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Oct 8, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•• G•••• A•••••••• L••	No RAUM reported	Jan 5, 2026	n/a	yes	WALL TOWNSHIP, NJ	Current employment
P••• A••••• S••••••••• L••	Bd affiliated wealth	Oct 7, 2021	Jul 22, 2024	no	HOLMDEL, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••• A••••• S••••••••• L••	C•• G•••• A•••••••• L••	Jul 22, 2024	Jan 5, 2026	532	Firm change after gap	Ibd to new firm
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	P••• A••••• S••••••••• L••	Sep 23, 2021	Oct 7, 2021

Relationships

Registered with (8)

→ C•• G•••• A•••••••• L••Registered adviserregistration: current employment
Jan 5, 2026 to presentfactForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 7, 2021 to Jul 22, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jul 6, 2020 to Sep 23, 2021factForm ADV
→ M••••• S••••••

Dated events

Occurred
Jul 22, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ebb708b4-f276-7812-dd6f-f5fca367eeb9
First observed: Oct 9, 2002
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.