DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultant11 years in industry

E••• J••••• C••••

Advisor at C••••••• P•••••••

OVERLAND P•••, KS | Ostrander, OH

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 26, 2015 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: C••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 23, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	Feb 15, 2024	n/a	yes	OVERLAND P•••, KS\|Ostrander, OH	Current employment
P••• A••••• S••••••••• L••	Bd affiliated wealth	Jul 22, 2021	Feb 21, 2024	no	BETHLEHEM, PA\|NEW YORK, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••• A••••• S••••••••• L••	C••••••• P•••••••	Feb 21, 2024	Feb 15, 2024	-6	Firm change	Ibd to RIA
V••••• N••••••• A••••••• I••	P••• A••••• S••••••••• L••	Jun 23, 2021	Jul 22, 2021

Relationships

Registered with (5)

→ C••••••• P•••••••Registered adviserregistration: current employment
Feb 15, 2024 to presentfactForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Jul 22, 2021 to Feb 21, 2024factForm ADV
→ V••••• N••••••• A••••••• I••Registered adviserregistration: previous registration
Jan 15, 2019 to Jun 23, 2021factForm ADV
→ B••••••• I••••••••• S•••••••• I••• •••••

Dated events

Order

Occurred
21 Feb 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 26, 2015
Last observed: Sep 15, 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.