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

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

J••••••• C•••••• Y••••

Advisor at E••••• J••••

NAMPA, ID

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Search this name across graphsid dfx:ria:09c87c8e-6e8e-02f0-aada-8c9886c0baa1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Feb 25, 2008 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••••• J••••
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 7, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• J••••	National bd RIA	Dec 6, 2024	n/a	yes	NAMPA, ID	Current employment
T•• B•••••• G•••• W••••• A•••••••• L••	Other adviser	Jan 4, 2023	Dec 9, 2024	no	TAMPA, FL\|Boise, ID\|TAMPA, FL

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
T•• B•••••• G•••• W••••• A•••••••• L••	E••••• J••••	Dec 9, 2024	Dec 6, 2024	-3	Firm change	Other
L•• F•••••••• L••	T•• B•••••• G•••• W••••• A•••••••• L••	Dec 21, 2022

Relationships

Registered with (6)

→ E••••• J••••Registered adviserregistration: previous registration
Feb 25, 2008 to Feb 9, 2010factForm ADV
→ T•• B•••••• G•••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 4, 2023 to Dec 9, 2024factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 18, 2022 to Dec 21, 2022factForm ADV
→ C••• B•••••••• S•••••••• I•••

Dated events

Occurred
Dec 9, 2024
Advisor changed firm
J••••••• C•••••• Y•••• left T•• B•••••• G•••• W••••• A•••••••• L•• for E••••• J•••• (registered 2024-12-06)
Form ADVobserved 7 days ago
Occurred
Dec 21, 2022
Advisor changed firm
J••••••• C•••••• Y•••• left L•• F•••••••• L•• for T•• B•••••• G•••• W••••• A•••••••• L•• (registered 2023-01-04)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:09c87c8e-6e8e-02f0-aada-8c9886c0baa1
First observed: Feb 25, 2008
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.