DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

E••••• J•••• A••••

Advisor at E•••• • Y•••• I••••••••• A••••••• L••

St. Petersburg, FL | Tampa, FL

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Search this name across graphsid dfx:ria:42b88a40-250f-0b51-703b-e4b847139869

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 2, 2015 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•••• • Y•••• I••••••••• A••••••• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••• • Y•••• I••••••••• A••••••• L••	No RAUM reported	Jul 13, 2023	n/a	yes	St. Petersburg, FL\|Tampa, FL	Current employment
S•• P••• F•••••••• G••••	n/a	Apr 6, 2021	May 31, 2022	no	ST. P•••RSBURG, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•• P••• F•••••••• G••••	E•••• • Y•••• I••••••••• A••••••• L••	May 31, 2022	Jul 13, 2023	408	Firm change after gap	Other
R•••••• J•••• • A••••••••• I•••	S•• P••• F•••••••• G••••	Nov 16, 2020	Apr 6, 2021

Relationships

Registered with (4)

→ E•••• • Y•••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 22, 2018 to Jun 19, 2019factForm ADV
→ S•• P••• F•••••••• G••••Registered adviserregistration: previous registration
Apr 6, 2021 to May 31, 2022factForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Jul 16, 2019 to Nov 16, 2020factForm ADV
→ P•••••• W••••• S••••••••• L•••

Dated events

Occurred
May 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:42b88a40-250f-0b51-703b-e4b847139869
First observed: Sep 2, 2015
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.