DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

J••••• F•••• D••••••

Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••

HAGERSTOWN, MD

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Search this name across graphsid dfx:ria:3165745c-4445-6a37-351a-6301e13096b5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 24, 2008 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: R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 6, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Sep 26, 2016	n/a	yes	HAGERSTOWN, MD	Current employment
P••• A••••• S••••••••• L••	Bd affiliated wealth	Jun 8, 2012	Oct 6, 2016	no	VIRGINIA BEACH, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••• A••••• S••••••••• L••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Oct 6, 2016	Sep 26, 2016	-10	Firm change	Other
W•••• F•••• A•••••••	P••• A••••• S••••••••• L••	Jun 23, 2010	Jun 8, 2012

Relationships

Registered with (3)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
Sep 26, 2016 to presentfactForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Jun 8, 2012 to Oct 6, 2016factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Mar 24, 2008 to Jun 23, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3165745c-4445-6a37-351a-6301e13096b5
First observed: Mar 24, 2008
Last observed: Sep 14, 2026 9 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.