DFX Intelligence

B•••• D•••• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

B•••• D•••• W•••••

Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Suffolk, VA

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Search this name across graphsid dfx:ria:61b14a20-8768-3380-345c-584236ba1f6b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 24, 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: R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jul 1, 2022	n/a	yes	Suffolk, VA	Current employment
E••••• J••••	National bd RIA	Apr 24, 2019	Jul 4, 2022	no	Suffolk, VA\|ST LOUIS, MO\|Suffolk, VA\|SUFFOLK, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Jul 4, 2022	Jul 1, 2022	-3	Firm change	Ibd to ibd

Relationships

Registered with (2)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
Jul 1, 2022 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Apr 24, 2019 to Jul 4, 2022factForm ADV

Dated events

Occurred
Jul 4, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:61b14a20-8768-3380-345c-584236ba1f6b
First observed: Apr 24, 2019
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.