DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner46 years in industry

D••••• E••••• J••••

Advisor at C••••••••• I••••••••• M••••••••• L••

Jenkintown, PA

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Search this name across graphsid dfx:ria:63801d23-0604-b1f1-cbf9-b09ed19d3250

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 23, 2008 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: C••••••••• I••••••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 1, 1979earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• I••••••••• M••••••••• L••	State registered	Jan 11, 2026	n/a	yes	Jenkintown, PA	Current employment
V•••• C•••••• P•••••••• L••	Independent wealth	Jun 7, 2021	Dec 24, 2025	no	JENKIKTOWN, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•••• C•••••• P•••••••• L••	C••••••••• I••••••••• M••••••••• L••	Dec 24, 2025	Jan 11, 2026	18	Firm change	RIA to state RIA
A•••••• A••••••• S•••••••	V•••• C•••••• P•••••••• L••	Jun 2, 2021	Jun 7, 2021

Relationships

Registered with (3)

→ C••••••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Jan 11, 2026 to presentfactForm ADV
→ V•••• C•••••• P•••••••• L••Registered adviserregistration: previous registration
Jun 7, 2021 to Dec 24, 2025factForm ADV
→ A•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Oct 23, 2008 to Jun 2, 2021factForm ADV

Dated events

Occurred
Dec 24, 2025
Advisor changed firm
D••••• E••••• J•••• left V•••• C•••••• P•••••••• L•• for C••••••••• I••••••••• M••••••••• L•• (registered 2026-01-11)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:63801d23-0604-b1f1-cbf9-b09ed19d3250
First observed: Oct 23, 2008
Last observed: Sep 14, 2026 8 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.