DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

J••••• M• T••••••••

Advisor at E•••••• • K••••••••• W••••• M•••••••••

CORAL GABLES, FL

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Search this name across graphsid dfx:ria:14f6c0d6-9297-8b5b-cf2f-f7fc9b90f0c3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Feb 1, 2022 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•••••• • K••••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• • K••••••••• W••••• M•••••••••	Independent wealth	Nov 13, 2025	n/a	yes	CORAL GABLES, FL	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Oct 5, 2022	Sep 12, 2025	no	Boston, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	E•••••• • K••••••••• W••••• M•••••••••	Sep 12, 2025	Nov 13, 2025	62	Firm change	Ibd to RIA
W•••• F•••• A•••••••	R•••••• J•••• • A••••••••• I•••	Mar 28, 2022	Oct 5, 2022

Relationships

Registered with (3)

→ E•••••• • K••••••••• W••••• M•••••••••Registered adviserregistration: current employment
Nov 13, 2025 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Oct 5, 2022 to Sep 12, 2025factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Feb 1, 2022 to Mar 28, 2022factForm ADV

Dated events

Occurred
Sep 12, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 28, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:14f6c0d6-9297-8b5b-cf2f-f7fc9b90f0c3
First observed: Feb 1, 2022
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.