DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J•••• R•••• M••••

C••••• 1•• A••••••• G••••independent RIADunedin, FlIA-onlyIAPD 5915104

Certified Financial Planner

Feed of 09/14/2026

Also filed as J•••• Pennington

At current firm

1 y

since Jul 10, 2025

In the industry

11 y

since Sep 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Business email: jamie@c1ag.comreportedc1ag.comfirm site, Sep 15, 2026

Only 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.

Registration history

IAPD current and previous registrations

C••••• 1•• A••••••• G•••• independent RIA current
since Jul 10, 2025 · Dunedin, Fl
A•• W••••• A••••••• independent RIA
Jul 21, 2021 to Apr 29, 2025 · St. Petersburg, Fl
A•• W••••• A••••••• former
May 25, 2021 to Jul 1, 2021 · St. Petersburg, Fl
W••••• • W•• A•••••••• I••• unclassified
Nov 19, 2019 to Apr 16, 2021 · Tampa, Fl
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
Sep 27, 2019 to Apr 14, 2021 · Tampa, Fl
T•• S•••••••• F•••••••• A••••••• BD affiliated
Sep 29, 2017 to Dec 31, 2018 · Tampa, Fl
M••••• G••••• A••••••• I••• independent RIA
Dec 2, 2015 to Jan 12, 2017 · Tampa, Fl

Moves

a registration end followed by a registration begin elsewhere

A•• W••••• A••••••• to C••••• 1•• A••••••• G••••
left Apr 29, 2025, registered Jul 10, 2025 (72 days) · RIA to RIA
A•• W••••• A••••••• to A•• W••••• A•••••••
left Jul 1, 2021, registered Jul 21, 2021 (20 days) · channel change inside one enterprise, not a move · moved with a team
W••••• • W•• A•••••••• I••• to A•• W••••• A•••••••
left Apr 16, 2021, registered May 25, 2021 (39 days) · Other
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to W••••• • W•• A•••••••• I•••
left Apr 14, 2021, registered Nov 19, 2019 (-512 days) · Other
T•• S•••••••• F•••••••• A••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Dec 31, 2018, registered Sep 27, 2019 (270 days) · Affiliated broker-dealer or bank to another
M••••• G••••• A••••••• I••• to T•• S•••••••• F•••••••• A•••••••
left Jan 12, 2017, registered Sep 29, 2017 (260 days) · Other

Signals

J•••• R•••• M•••• left A•• W••••• A••••••• for C••••• 1•• A••••••• G•••• (registered 2025-07-10)
Apr 29, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The 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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address