DFX Intelligence

R••••• P••• M•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)27 years in industry

R••••• P••• M•••••••••

Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Chesapeake, VA

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 10:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 17, 2006 to Sep 15, 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•••••• J•••• F•••••••• S••••••• A•••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Feb 4, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Sep 8, 2026	n/a	yes	Chesapeake, VA	Current employment
T••••• A••••••• S•••••••• I•••	Bd affiliated wealth	Mar 2, 2021	Sep 14, 2026	no	ATLANTA, GA\|Exmore, VA\|Portsmouth, VA\|Exmore, VA\|CHESAPEAKE, VA\|Mappsville, VA\|Virginia Beach, VA\|Suffolk, VA\|Onley, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• A••••••• S•••••••• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Sep 14, 2026	Sep 8, 2026	-6	Firm change	Ibd to ibd
B••• S••••••••• L••	T••••• A••••••• S•••••••• I•••	Mar 2, 2021	Mar 2, 2021

Relationships

Registered with (5)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
Sep 8, 2026 to presentfactForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Mar 2, 2021 to Sep 14, 2026factForm ADV
→ B••• S••••••••• L••Registered adviserregistration: previous registration
Jan 2, 2018 to Mar 2, 2021factForm ADV
→ B••• I••••••••• S•••••••• I•••

Dated events

Order

Occurred
14 Sep 2026
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 17, 2006
Last observed: Sep 15, 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.