DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner17 years in industry

J•••• T•••• E••••

Advisor at R•••• I••••••••• A••••••• L••

Atlanta, GA | KENTWOOD, MI

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Search this name across graphsid dfx:ria:68adac4b-c610-949a-8547-46dded4a8362

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 25, 2009 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•••• I••••••••• A••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: May 13, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••• I••••••••• A••••••• L••	Bd affiliated wealth	Feb 21, 2020	n/a	yes	KENTWOOD, MI\|Atlanta, GA	Current employment
J••• A•••••••• I•••	Former SEC adviser	Apr 4, 2016	Jan 24, 2020	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• A•••••••• I•••	R•••• I••••••••• A••••••• L••	Jan 24, 2020	Feb 21, 2020	28	Firm change	RIA to ibd
M••••• G••••• A••••••• I•••	J••• A•••••••• I•••	Feb 19, 2016	Apr 4, 2016

Relationships

Registered with (3)

→ R•••• I••••••••• A••••••• L••Registered adviserregistration: current employment
Feb 21, 2020 to presentfactForm ADV
→ J••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 4, 2016 to Jan 24, 2020factForm ADV
→ M••••• G••••• A••••••• I•••Registered adviserregistration: previous registration
Aug 25, 2009 to Feb 19, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:68adac4b-c610-949a-8547-46dded4a8362
First observed: Aug 25, 2009
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.