DFX Intelligence

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

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RIA / WealthAdvisor17 years in industry

J••• J••••• A•••••••

Advisor at E•••••••• W••••• A•••••••

RALEIGH, NC

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Search this name across graphsid dfx:ria:991b4ca4-0ce6-2a0d-0ddc-b37885107021

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 13, 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: E•••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• W••••• A•••••••	Independent wealth	Dec 19, 2024	n/a	yes	RALEIGH, NC	Current employment
V••••• A•••• F••••••••	Independent wealth	Mar 2, 2022	Nov 20, 2024	no	WASHINGTON, DC\|Monroeville, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••• A•••• F••••••••	E•••••••• W••••• A•••••••	Nov 20, 2024	Dec 19, 2024	29	Firm change	RIA to RIA
A••••••••• F•••••••• S•••••••• L••	V••••• A•••• F••••••••	Dec 20, 2021	Mar 2, 2022

Relationships

Registered with (4)

→ E•••••••• W••••• A•••••••Registered adviserregistration: current employment
Dec 19, 2024 to presentfactForm ADV
→ V••••• A•••• F••••••••Registered adviserregistration: previous registration
Mar 2, 2022 to Nov 20, 2024factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 14, 2020 to Dec 20, 2021factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Nov 20, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:991b4ca4-0ce6-2a0d-0ddc-b37885107021
First observed: Oct 13, 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.