DFX Intelligence
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Registered advisor
J•••• F•••••• C•••••••
Feed of 09/14/2026
At current firm
0 y
since Nov 18, 2025
In the industry
27 y
since Jan 25, 1999 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Professional profileWhat is shown hereOnly business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
what the firm itself publishes, with the page it was read from
- Title
- Presidentreportedderryrush.comfirm site, Sep 16, 2026
- Designations
- CDFA, MBAreportedderryrush.comas printed on the bio page, Sep 16, 2026
- Founder
- “J•••• F. C••••••• is the founder of D•••••••• W••••• Management, an S••••••••• investment adviser based in W••• S•••••••, New Y•••.”reportedderryrush.comthe sentence on the bio page
- Professional profile
- ••• Lockedreportedderryrush.comfirm site, Sep 16, 2026
Registration history
IAPD current and previous registrations
- D•••••••• W••••• independent RIA currentsince Nov 18, 2025 · West Sayville, Ny
- W•••• F•••• A••••••• wirehouseSep 25, 2015 to Aug 18, 2025 · Babylon, Ny
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 28, 2003 to Sep 28, 2015 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to D•••••••• W•••••left Aug 18, 2025, registered Nov 18, 2025 (92 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• A•••••••left Sep 28, 2015, registered Sep 25, 2015 (-3 days) · Wirehouse to wirehouse
Signals
- ••• LockedAug 18, 2025 · Advisor changed firm · fact
Transition signalsWhat these will draw onThe observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves.Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address