DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

E•••• J•••• M••••••

Advisor at W•••• F•••• A•••••••

JACKSONVILLE, FL | GAINESVILLE, FL

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Search this name across graphsid dfx:ria:3ead921a-2215-9a5c-32ff-0afac0a848b7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 16, 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Jan 23, 2026	n/a	yes	GAINESVILLE, FL\|JACKSONVILLE, FL	Current employment
W•••• F•••• A•••••••	Wirehouse	May 16, 2023	Feb 21, 2024	no	JACKSONVILLE, FL\|JACKSONVILLE, FL\|COLORADO SPRINGS, CO\|CARBONDALE, CO\|GREENWOOD VILLAGE, CO

Relationships

Registered with (1)

→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
May 16, 2023 to Feb 21, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ead921a-2215-9a5c-32ff-0afac0a848b7
First observed: May 16, 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.