E••• N••• J••••

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

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ed7d3f40-b355-44bf-7242-858f1d5365b7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 20, 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•••••• T•••• • C••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 7, 1981earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 12derivedfrom 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	Feb 14, 2014	n/a	yes	ATLANTA, GA\|ATLANTA, GA	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Oct 5, 2009	Feb 13, 2014	no	ATLANTA, GA\|Atlanta, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	C•••••• T•••• • C••••••• I•••	Feb 13, 2014	Feb 14, 2014	1	Firm change	Ibd to RIA
A••••••••• A•••••• S•••••••• I•••	A••••••••• F•••••••• S•••••••• L••	Oct 5, 2009	Oct 5, 2009

Relationships

Registered with (4)

→ C•••••• T•••• • C••••••• I•••Registered adviserregistration: current employment
Feb 14, 2014 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 5, 2009 to Feb 13, 2014factForm ADV
→ A••••••••• A•••••• S•••••••• I•••Registered adviserregistration: previous registration
Aug 24, 2005 to Oct 5, 2009factForm ADV
→ M••••• S•••••• D• I•••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ed7d3f40-b355-44bf-7242-858f1d5365b7
First observed: Dec 20, 2002
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.