DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor11 years in industry

J••••• J••••• D•••••

Advisor at E••••• W•••••• L••

FORT LAUDERDALE, FL | Marietta, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4a09d855-81e0-0781-5a10-d2be5740a110

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 18, 2016 to Sep 15, 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••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• W•••••• L••	Independent wealth	Jan 6, 2020	n/a	yes	Marietta, GA\|FORT LAUDERDALE, FL	Current employment
E••••• W•••••• L••	Independent wealth	Jun 7, 2019	Dec 31, 2019	no	Marietta, GA\|FORT LAUDERDALE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••	E••••• W•••••• L••	Jun 6, 2019	Jun 7, 2019	1	Firm change	Ibd to RIA
I••••••••• W••••• C••••••• L••	S••	Sep 8, 2017	Aug 9, 2017

Relationships

Registered with (4)

→ E••••• W•••••• L••Registered adviserregistration: previous registration
Jun 7, 2019 to Dec 31, 2019factForm ADV
→ S••Registered adviserregistration: previous registration
Aug 9, 2017 to Jun 6, 2019factForm ADV
→ I••••••••• W••••• C••••••• L••Registered adviserregistration: previous registration
Oct 14, 2016 to Sep 8, 2017factForm ADV
→ O•••• F•• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4a09d855-81e0-0781-5a10-d2be5740a110
First observed: Apr 18, 2016
Last observed: Sep 15, 2026 7 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.