DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner11 years in industry

J••• D••••• E•••

Advisor at Q•••••• F•••••••• A•••••••• L••

SANTA MONICA, CA | Porter Ranch, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:15f80d7e-fb87-b754-3c74-c7092fd11a7a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Jul 28, 2015 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J••• D••••• E•••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: Q•••••• F•••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Q•••••• F•••••••• A•••••••• L••	Independent wealth	Feb 7, 2022	n/a	yes	SANTA MONICA, CA\|Porter Ranch, CA	Current employment
A••••• W••••• P•••••••	Independent wealth	Jul 28, 2015	Mar 7, 2022	no	SANTA MONICA, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• W••••• P•••••••	Q•••••• F•••••••• A•••••••• L••	Mar 7, 2022	Feb 7, 2022	-28	Firm change	RIA to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
128590:317386:CA:2022-02-22	Mar 7, 2022	Feb 7, 2022	SANTA MONICA, CA	Firm change

Relationships

Registered with (2)

→ Q•••••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Feb 7, 2022 to presentfactForm ADV
→ A••••• W••••• P•••••••Registered adviserregistration: previous registration
Jul 28, 2015 to Mar 7, 2022factForm ADV

Dated events

Occurred
Mar 7, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:15f80d7e-fb87-b754-3c74-c7092fd11a7a
First observed: Jul 28, 2015
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.