DFX Intelligence

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

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RIA / WealthAdvisor21 years in industry

J••••••• J•••• M•••••

Advisor at E• W••••• A•••••••

TORRANCE, CA | Phoenix, AZ

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Search this name across graphsid dfx:ria:5c2c1a37-57bc-8932-e05b-2f89914c9750

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 22, 2021 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: E• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 19, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E• W••••• A•••••••	Independent wealth	Aug 22, 2022	n/a	yes	TORRANCE, CA\|Phoenix, AZ	Current employment
R••• W••••• L••	Mixed wealth	Jul 22, 2021	Jun 15, 2022	no	Phoenix, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••• W••••• L••	E• W••••• A•••••••	Jun 15, 2022	Aug 22, 2022	68	Firm change	RIA to RIA

Relationships

Registered with (2)

→ E• W••••• A•••••••Registered adviserregistration: current employment
Aug 22, 2022 to presentfactForm ADV
→ R••• W••••• L••Registered adviserregistration: previous registration
Jul 22, 2021 to Jun 15, 2022factForm ADV

Dated events

Occurred
Jun 15, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5c2c1a37-57bc-8932-e05b-2f89914c9750
First observed: Jul 22, 2021
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.