DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant25 years in industry

J••••• D••• T••••

Advisor at E••••• W•••••• L••

FORT LAUDERD•••, FL | Springfield, MO

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Search this name across graphsid dfx:ria:1ea21e7a-87e5-756b-52d2-ee8243c729c7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 21, 2017 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: E••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• W•••••• L••	Independent wealth	Jan 3, 2020	n/a	yes	FORT LAUDERD•••, FL\|Springfield, MO	Current employment
E••••• W•••••• L••	Independent wealth	Nov 21, 2017	Dec 31, 2019	no	Spingfield, MO\|Springfield, MO

Relationships

Registered with (1)

→ E••••• W•••••• L••Registered adviserregistration: previous registration
Nov 21, 2017 to Dec 31, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1ea21e7a-87e5-756b-52d2-ee8243c729c7
First observed: Nov 21, 2017
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.