DFX Intelligence

T•••• L• V•• S••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

T•••• L• V•• S••••

Advisor at E••••• J••••

V••••••• BEACH, 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, 7:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Sep 19, 2013 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 public••• Locked
Industry start: Sep 19, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• J••••	National bd RIA	Sep 17, 2025	n/a	yes	V••••••• BEACH, VA	Current employment
V••••••• I••••••••• A•••••••• I•••	State registered	Jun 27, 2024	Sep 3, 2025	no	HENRICO, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••••• I••••••••• A•••••••• I•••	E••••• J••••	Sep 3, 2025	Sep 17, 2025	14	Firm change	Other
M•••••• C•••••• M••••••••• L••	V••••••• I••••••••• A•••••••• I•••	Feb 28, 2022	Jun 27, 2024

Relationships

Registered with (5)

→ E••••• J••••Registered adviserregistration: previous registration
Sep 19, 2013 to Oct 24, 2013factForm ADV
→ V••••••• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 27, 2024 to Sep 3, 2025factForm ADV
→ M•••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 28, 2018 to Feb 28, 2022factForm ADV
→ P•••••• A•••••• G••••• L••

Dated events

Order

Occurred
3 Sep 2025
Advisor changed firm
••• Locked
Form ADV
Occurred
28 Feb 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 19, 2013
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.