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

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RIA / WealthAdvisor47 years in industry

R••••• J•••• E••••••

Advisor at M•••• G•••• A•••••••

GREENVILLE, SC

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Search this name across graphsid dfx:ria:24ff1fe0-fe47-b88b-0c2c-a82bebcf1d0b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 21, 2020 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: M•••• G•••• A•••••••
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1979earliest registration or exam on IAPD
Years in industry: 47derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• G•••• A•••••••	Mixed wealth	Jan 6, 2025	n/a	yes	GREENVILLE, SC	Current employment
E• • H• I••••••••• S•••••••• L••	n/a	Apr 21, 2020	Mar 14, 2024	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
E• • H• I••••••••• S•••••••• L••	M•••• G•••• A•••••••	Mar 14, 2024	Jan 6, 2025	298	Firm change	Other

Relationships

Registered with (2)

→ M•••• G•••• A•••••••Registered adviserregistration: current employment
Jan 6, 2025 to presentfactForm ADV
→ E• • H• I••••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 21, 2020 to Mar 14, 2024factForm ADV

Dated events

Occurred
Mar 14, 2024
Advisor changed firm
R••••• J•••• E•••••• left E• • H• I••••••••• S•••••••• L•• for M•••• G•••• A••••••• (registered 2025-01-06)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24ff1fe0-fe47-b88b-0c2c-a82bebcf1d0b
First observed: Apr 21, 2020
Last observed: Sep 14, 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.