DFX Intelligence

D••••• T••••• O••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)12 years in industry

D••••• T••••• O••••••

Advisor at E••••• J••••

CAMP HILL, PA

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Search this name across graphsid dfx:ria:5e133603-6abb-0778-980c-75831add6437

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 3, 2014 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••••• J••••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Jun 23, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• J••••	National bd RIA	Jan 9, 2015	n/a	yes	CAMP HILL, PA	Current employment
M••••• S••••••	Wirehouse	Sep 3, 2014	Jan 26, 2015	no	York, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	E••••• J••••	Jan 26, 2015	Jan 9, 2015	-17	Firm change	Wirehouse to ibd

Team moves

••• Locked

Team	Left	Joined	From	Kind
149777:250:PA:2015-01-26	Jan 26, 2015	Jan 9, 2015	YORK, PA	Firm change

Relationships

Registered with (2)

→ E••••• J••••Registered adviserregistration: current employment
Jan 9, 2015 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Sep 3, 2014 to Jan 26, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5e133603-6abb-0778-980c-75831add6437
First observed: Sep 3, 2014
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.