DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)19 years in industry

E••• M•••••• M••••

Advisor at E••••• J••••

ST. LOUIS, MO

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Search this name across graphsid dfx:ria:2526b2e5-1319-2485-ae7d-374563cf422e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 10, 2007 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••••• J••••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Mar 9, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• J••••	National bd RIA	Jul 19, 2016	n/a	yes	ST. LOUIS, MO	Current employment
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Oct 20, 2014	May 26, 2016	no	ST. LOUIS, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• W• B•••• • C•• I•••••••••	E••••• J••••	May 26, 2016	Jul 19, 2016	54	Firm change	Other
E••••• J••••	R••••• W• B•••• • C•• I•••••••••	Oct 15, 2014	Oct 20, 2014

Relationships

Registered with (2)

→ E••••• J••••Registered adviserregistration: previous registration
Oct 10, 2007 to Oct 15, 2014factForm ADV
→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: previous registration
Oct 20, 2014 to May 26, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2526b2e5-1319-2485-ae7d-374563cf422e
First observed: Oct 10, 2007
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.