DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)44 years in industry

J••••• E••••• N••••••••

Advisor at I••••••••• F•••••••• S•••••••• I•••

GREENSBORO, NC

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Search this name across graphsid dfx:ria:7f941bf5-6573-d293-58d4-f46c171f6458

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 18, 2013 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: I••••••••• F•••••••• S•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 25, 1981earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• F•••••••• S•••••••• I•••	Independent wealth	Sep 19, 2017	n/a	yes	GREENSBORO, NC\|GREENSBORO, NC	Current employment
F••• D••••• A••••••• I•••	Institutional manager	Jan 8, 2014	Nov 19, 2019	no	GREENSBORO, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••• D••••• A••••••• I•••	I••••••••• F•••••••• S•••••••• I•••	Nov 19, 2019	Sep 19, 2017	-791	Firm change after gap	Other

Relationships

Registered with (2)

→ I••••••••• F•••••••• S•••••••• I•••Registered adviserregistration: current employment
Sep 19, 2017 to presentfactForm ADV
→ F••• D••••• A••••••• I•••Registered adviserregistration: previous registration
Jan 8, 2014 to Nov 19, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7f941bf5-6573-d293-58d4-f46c171f6458
First observed: Oct 18, 2013
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.