DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner22 years in industry

D•••• J••• O•••••

Advisor at E•••••••••

RICHMOND, VA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 16, 2004 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: E•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 2, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••••	Independent wealth	Apr 18, 2016	n/a	yes	RICHMOND, VA	Current employment
O•••••• F•••••••• P•••••••• I•••	n/a	Dec 15, 2008	May 24, 2016	no	MIDLOTHIAN, VA\|MIDLOTHIAN, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••••• F•••••••• P•••••••• I•••	E•••••••••	May 24, 2016	Apr 18, 2016	-36	Firm change after gap	Other
T•••• S••••• S••••••••• I•••	O•••••• F•••••••• P•••••••• I•••	Dec 12, 2008	Dec 15, 2008

Relationships

Registered with (4)

→ E•••••••••Registered adviserregistration: current employment
Apr 18, 2016 to presentfactForm ADV
→ O•••••• F•••••••• P•••••••• I•••Registered adviserregistration: previous registration
Dec 15, 2008 to May 24, 2016factForm ADV
→ T•••• S••••• S••••••••• I•••Registered adviserregistration: previous registration
Jun 1, 2006 to Dec 12, 2008factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 16, 2004
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.