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

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RIA / WealthAdvisorChartered Financial Analyst24 years in industry

J••• R••••• R••••

Advisor at R••••••••• A••••••• L••

ST. LOUIS, MO

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Search this name across graphsid dfx:ria:3f269569-42a9-d74a-7959-50462f7f969f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 14, 2005 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••••••••• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 14, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••••••• A••••••• L••	Independent wealth	Jun 6, 2018	n/a	yes	ST. LOUIS, MO	Current employment
A••••••• C•••••• S••••••••• L••	Independent wealth	Mar 28, 2013	May 23, 2018	no	SWANSEA, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• C•••••• S••••••••• L••	R••••••••• A••••••• L••	May 23, 2018	Jun 6, 2018	14	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	A••••••• C•••••• S••••••••• L••	Apr 1, 2013	Mar 28, 2013

Relationships

Registered with (3)

→ R••••••••• A••••••• L••Registered adviserregistration: current employment
Jun 6, 2018 to presentfactForm ADV
→ A••••••• C•••••• S••••••••• L••Registered adviserregistration: previous registration
Mar 28, 2013 to May 23, 2018factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Mar 14, 2005 to Apr 1, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3f269569-42a9-d74a-7959-50462f7f969f
First observed: Mar 14, 2005
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.