DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst10 years in industry

J•••• X•

Advisor at X• A•• Y• A•••••••• I•••

SARASOTA, FL | EL SEGUNDO, CA

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Search this name across graphsid dfx:ria:0f4364e9-3e3c-cde5-ea3f-fdc6178eef8f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 25, 2019 to Sep 15, 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: X• A•• Y• A•••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O••••• I••••••••• A••••••• L••	Independent wealth	Jun 28, 2021	n/a	yes	SARASOTA, FL\|EL SEGUNDO, CA	Current employment
X• A•• Y• A•••••••• I•••	State registered	Jun 13, 2017	n/a	yes	EL SEGUNDO, CA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• W••••• M••••••••• I•••	O••••• I••••••••• A••••••• L••	Sep 23, 2019	Jun 28, 2021	644	Firm change after gap	RIA to new firm

Relationships

Registered with (3)

→ O••••• I••••••••• A••••••• L••Registered adviserregistration: current employment
Jun 28, 2021 to presentfactForm ADV
→ X• A•• Y• A•••••••• I•••Registered adviserregistration: current employment
Jun 13, 2017 to presentfactForm ADV
→ C••••••••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Feb 25, 2019 to Sep 23, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0f4364e9-3e3c-cde5-ea3f-fdc6178eef8f
First observed: Feb 25, 2019
Last observed: Sep 15, 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.