DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

D•••• J•• C•••••

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

Edmond, OK | PHOENIX, AZ

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 20, 2018 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: F••••••••• I••••••••• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••••• I••••••••• A••••••• L••	Independent wealth	Mar 6, 2023	n/a	yes	PHOENIX, AZ\|Edmond, OK	Current employment
A•••• W••••• M••••••••• I•••	Independent wealth	Nov 13, 2019	Mar 6, 2023	no	Edmond, OK\|GUTHRIE CENTER, IA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• W••••• M••••••••• I•••	F••••••••• I••••••••• A••••••• L••	Mar 6, 2023	Mar 6, 2023	0	Firm change	RIA to RIA
R••••••••• • J••	A•••• W••••• M••••••••• I•••	Mar 20, 2020	Nov 13, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
301990:175083:IA:2023-03-06	Mar 6, 2023	Mar 6, 2023	GUTHRIE CENTER, IA	Firm change

Relationships

Registered with (3)

→ F••••••••• I••••••••• A••••••• L••Registered adviserregistration: current employment
Mar 6, 2023 to presentfactForm ADV
→ A•••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Nov 13, 2019 to Mar 6, 2023factForm ADV
→ R••••••••• • J••Registered adviserregistration: previous registration
Nov 20, 2018 to Mar 20, 2020factForm ADV

Dated events

Order

Occurred
6 Mar 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Nov 20, 2018
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.