DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor12 years in industry

J•••• E•• B••• D••••••

Advisor at D•••••• C•••••• L••

NEW CUMBERLAND, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6b5b9c34-069f-a58d-14b5-17f2ddd96580

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 18, 2017 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: D•••••• C•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••••• C•••••• L••	State registered	Feb 18, 2026	n/a	yes	NEW CUMBERLAND, PA	Current employment
I•••• F•••••••• L••	n/a	Mar 29, 2022	May 28, 2026	no	Lemoyne, PA\|ROCKY RIVER, OH\|New Cumberland, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••• F•••••••• L••	D•••••• C•••••• L••	May 28, 2026	Feb 18, 2026	-99	Firm change after gap	Other
E•••••• A••••••• G••••• L••	I•••• F•••••••• L••	Mar 2, 2022	Mar 29, 2022

Relationships

Registered with (4)

→ D•••••• C•••••• L••Registered adviserregistration: current employment
Feb 18, 2026 to presentfactForm ADV
→ I•••• F•••••••• L••Registered adviserregistration: previous registration
Mar 29, 2022 to May 28, 2026factForm ADV
→ E•••••• A••••••• G••••• L••Registered adviserregistration: previous registration
May 8, 2018 to Mar 2, 2022factForm ADV
→ E••• W••••• M•••••••••Registered adviser

Dated events

Occurred
May 28, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 2, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6b5b9c34-069f-a58d-14b5-17f2ddd96580
First observed: May 18, 2017
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.