DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

J•••• J••••• E••••••••

Advisor at A••••••••• I••••••••• L••

KERNERSVILLE, NC

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Search this name across graphsid dfx:ria:2b1da006-4357-9bd7-4a85-0c10bd9db43a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 27, 2014 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: A••••••••• I••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••••• I••••••••• L••	State registered	Jan 3, 2019	n/a	yes	KERNERSVILLE, NC	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Mar 30, 2015	Feb 6, 2018	no	Greensboro, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	A••••••••• I••••••••• L••	Feb 6, 2018	Jan 3, 2019	331	Firm change	Other
M•• F•••••••• S•••••••• I•••	M•• I•••••••• S•••••••• L••	Jan 20, 2015	Mar 30, 2015

Relationships

Registered with (3)

→ A••••••••• I••••••••• L••Registered adviserregistration: current employment
Jan 3, 2019 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 30, 2015 to Feb 6, 2018factForm ADV
→ M•• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 27, 2014 to Jan 20, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2b1da006-4357-9bd7-4a85-0c10bd9db43a
First observed: Feb 27, 2014
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.