DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst20 years in industry

J••• D•••• E••••••

Advisor at C•••••• I••••

Pocatello, ID | DALLAS, TX

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Search this name across graphsid dfx:ria:4ca151d2-c2c4-f235-617c-9ae50c1abaa2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 3, 2019 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: C•••••• I••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• I••••	Independent wealth	Apr 22, 2024	n/a	yes	DALLAS, TX\|Pocatello, ID	Current employment
C•••••• C••••••• L••	Independent wealth	Jun 29, 2020	Oct 23, 2024	no	Pocatello, ID\|MEMPHIS, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• C••••••• L••	C•••••• I••••	Oct 23, 2024	Apr 22, 2024	-184	Firm change after gap	RIA to RIA
E••••• J••••	C•••••• C••••••• L••	Dec 5, 2019	Jun 29, 2020

Relationships

Registered with (3)

→ C•••••• I••••Registered adviserregistration: current employment
Apr 22, 2024 to presentfactForm ADV
→ C•••••• C••••••• L••Registered adviserregistration: previous registration
Jun 29, 2020 to Oct 23, 2024factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
May 3, 2019 to Dec 5, 2019factForm ADV

Dated events

Occurred
Oct 23, 2024
Advisor changed firm
J••• D•••• E•••••• left C•••••• C••••••• L•• for C•••••• I•••• (registered 2024-04-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4ca151d2-c2c4-f235-617c-9ae50c1abaa2
First observed: May 3, 2019
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.