DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

J••••• M••••••• G••••

Advisor at F•••••••• O••••••••• L••

Bluffton, SC | GREENVILLE, SC

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Search this name across graphsid dfx:ria:4c9c4443-0012-f58f-23cb-96b87cd6cabb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Mar 19, 2018 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: F•••••••• O••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• O••••••••• L••	State registered	Aug 14, 2026	n/a	yes	GREENVILLE, SC\|Bluffton, SC	Current employment
E••••• J••••	National bd RIA	Jul 3, 2025	Aug 17, 2026	no	PORT ROYAL, SC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	F•••••••• O••••••••• L••	Aug 17, 2026	Aug 14, 2026	-3	Firm change	Ibd to state RIA
S•••••• N••••••• • C••••••• I•••••••••	E••••• J••••	Jul 28, 2025	Jul 3, 2025

Relationships

Registered with (3)

→ F•••••••• O••••••••• L••Registered adviserregistration: current employment
Aug 14, 2026 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jul 3, 2025 to Aug 17, 2026factForm ADV
→ S•••••• N••••••• • C••••••• I•••••••••Registered adviserregistration: previous registration
Mar 19, 2018 to Jul 28, 2025factForm ADV

Dated events

Occurred
Aug 17, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 28, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c9c4443-0012-f58f-23cb-96b87cd6cabb
First observed: Mar 19, 2018
Last observed: Sep 15, 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.