DFX Intelligence
Reading the graph
Reading the graph
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Advisor at E••••• J••••
New Market, MD | Frederick, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| E••••• J•••• | National bd RIA | Nov 22, 2024 | n/a | yes | New Market, MD|Frederick, MD | Current employment |
| O•••• W•••••• I••• | Bd affiliated wealth | Jun 14, 2024 | Nov 21, 2024 | no | DAMASCUS, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| O•••• W•••••• I••• | E••••• J•••• | Nov 21, 2024 | Nov 22, 2024 | 1 | Firm change | Ibd to ibd |
| S••••••••• A•••••• A•••••••• I••• | O•••• W•••••• I••• | Jun 14, 2024 | Jun 14, 2024 |
| S••••••••• A•••••• A•••••••• I••• | Former SEC adviser | Jun 30, 2023 | Jun 14, 2024 | no | Germantown, MD|Damascus, MD | Previous registration |
| E•••••••• A•••••••• L•• | National bd RIA | Jul 7, 2022 | Jul 5, 2023 | no | FALLS CHURCH, VA | Previous registration |
| G•••• P•••• A•••••••• L•• | Former SEC adviser | Mar 22, 2022 | Jun 24, 2022 | no | Gaithersburg, MD|ROCKVILLE, MD | Previous registration |
| Bulk transfer |
| Ibd to ibd |
| E•••••••• A•••••••• L•• | S••••••••• A•••••• A•••••••• I••• | Jul 5, 2023 | Jun 30, 2023 | -5 | Firm change | Ibd to ibd |
| G•••• P•••• A•••••••• L•• | E•••••••• A•••••••• L•• | Jun 24, 2022 | Jul 7, 2022 | 13 | Firm change | Ibd to ibd |