DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

J••••• E• P•••••••

Advisor at M••••• S••••••

Baltimore, MD

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Search this name across graphsid dfx:ria:51f8c312-35f0-6589-2ea5-9f36f67d060c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 5, 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: M••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Dec 17, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Jun 17, 2022	n/a	yes	Baltimore, MD	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Aug 13, 2020	May 16, 2022	no	Hunt Valley, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	M••••• S••••••	May 16, 2022	Jun 17, 2022	32	Firm change	Ibd to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	R•••••• J•••• • A••••••••• I•••	Aug 13, 2020	Aug 13, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
129052:7691:PA:2016-07-12	Jul 26, 2016	Aug 15, 2016	BENSALEM, PA	Firm change
7691:129052:NJ:2015-05-28	Jun 16, 2015	Jun 30, 2015	PENNINGTON, NJ	Firm change

Relationships

Registered with (4)

→ M••••• S••••••Registered adviserregistration: current employment
Jun 17, 2022 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Aug 13, 2020 to May 16, 2022factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 15, 2016 to Aug 13, 2020factForm ADV
→ P•• W••••• M•••••••••

Dated events

Occurred
May 16, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:51f8c312-35f0-6589-2ea5-9f36f67d060c
First observed: Feb 5, 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.