DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

J••••• J•••••••• M•••••••

Advisor at E• W••••• A•••••••

Brighton, MI | TORRANCE, CA

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Search this name across graphsid dfx:ria:26f03f9f-f9a3-ae29-3ff5-f6b519edd5bb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Feb 10, 2023 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• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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• W••••• A•••••••	Independent wealth	Jan 16, 2026	n/a	yes	TORRANCE, CA\|Brighton, MI	Current employment
F••••• W••••• M••••••••• L•••	Independent wealth	Sep 12, 2023	Feb 9, 2026	no	BRIGHTON, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••• W••••• M••••••••• L•••	E• W••••• A•••••••	Feb 9, 2026	Jan 16, 2026	-24	Firm change	RIA to RIA
T•••••••• L••	F••••• W••••• M••••••••• L•••	Dec 13, 2023	Sep 12, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
292482:327434:MI:2023-12-13	Dec 13, 2023	Sep 12, 2023	BRIGHTON, MI	Firm change after gap

Relationships

Registered with (3)

→ E• W••••• A•••••••Registered adviserregistration: current employment
Jan 16, 2026 to presentfactForm ADV
→ F••••• W••••• M••••••••• L•••Registered adviserregistration: previous registration
Sep 12, 2023 to Feb 9, 2026factForm ADV
→ T•••••••• L••Registered adviserregistration: previous registration
Feb 10, 2023 to Dec 13, 2023factForm ADV

Dated events

Occurred
Feb 9, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Dec 13, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:26f03f9f-f9a3-ae29-3ff5-f6b519edd5bb
First observed: Feb 10, 2023
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.