DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

S•••••••• A•• J••••••

Advisor at R•••••• J•••• • A••••••••• I•••

Lewiston, ID

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Search this name across graphsid dfx:ria:02fa26be-59d6-01f9-11d8-450ac0981db3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 26, 2009 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: R•••••• J•••• • A••••••••• I•••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Jan 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• • A••••••••• I•••	National bd RIA	Jul 19, 2024	n/a	yes	Lewiston, ID	Current employment
E••••• J••••	National bd RIA	Mar 26, 2009	Jul 11, 2024	no	CLARKSTON, WA\|LEWISTON, ID\|LEWISTON, ID\|ST LOUIS, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	R•••••• J•••• • A••••••••• I•••	Jul 11, 2024	Jul 19, 2024	8	Firm change	Ibd to ibd

Relationships

Registered with (2)

→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: current employment
Jul 19, 2024 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Mar 26, 2009 to Jul 11, 2024factForm ADV

Dated events

Occurred
Jul 11, 2024
Advisor changed firm
S•••••••• A•• J•••••• left E••••• J•••• for R•••••• J•••• • A••••••••• I••• (registered 2024-07-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:02fa26be-59d6-01f9-11d8-450ac0981db3
First observed: Mar 26, 2009
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.