DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

A••••• J••••• B••••

Advisor at E••••••• A••••••••• L••

FAIRLAWN, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Oct 22, 2015 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••••••• A••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••••• A••••••••• L••	State registered	Jan 26, 2026	n/a	yes	FAIRLAWN, OH	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Jul 26, 2023	Sep 18, 2025	no	Fairlawn, OH\|Stow, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	E••••••• A••••••••• L••	Sep 18, 2025	Jan 26, 2026	130	Firm change	Ibd to state RIA
L••••••••• W••••• A•••••••	A••••••••• F•••••••• S•••••••• L••	Dec 20, 2022	Jul 26, 2023

Relationships

Registered with (6)

→ E••••••• A••••••••• L••Registered adviserregistration: current employment
Jan 26, 2026 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jul 26, 2023 to Sep 18, 2025factForm ADV
→ L••••••••• W••••• A•••••••Registered adviserregistration: previous registration
Mar 25, 2022 to Dec 20, 2022factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••

Dated events

Order

Occurred
18 Sep 2025
Advisor changed firm
••• Locked
Form ADV
Occurred
20 Dec 2022
Advisor changed firm
••• Locked
Form ADV
Occurred
25 Jan 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 22, 2015
Last observed: Sep 14, 2026 10 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.