M••••• J••••

Advisor at E•••• • Y•••• I••••••••• A••••••• L••

Tampa, FL | Marietta, GA

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:a0d918a6-45c6-2d98-62f1-5583890fa8a8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Sep 14, 2004 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•••• • Y•••• I••••••••• A••••••• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Apr 18, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 8

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••• • Y•••• I••••••••• A••••••• L••	No RAUM reported	Aug 2, 2021	n/a	yes	Tampa, FL\|Marietta, GA	Current employment
T•• S•••••••• F•••••••• A•••••••	Bd affiliated wealth	Mar 18, 2015	Jun 11, 2018	no	ALPHARETTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• S•••••••• F•••••••• A•••••••	E•••• • Y•••• I••••••••• A••••••• L••	Jun 11, 2018	Aug 2, 2021	1,148	Firm change after gap	Other
I••••• F•••••••• C•••••••••	T•• S•••••••• F•••••••• A•••••••	Mar 21, 2013	Mar 18, 2015

Relationships

Registered with (8)

→ E•••• • Y•••• I••••••••• A••••••• L••Registered adviserregistration: current employment
Aug 2, 2021 to presentfactForm ADV
→ T•• S•••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Mar 18, 2015 to Jun 11, 2018factForm ADV
→ I••••• F•••••••• C•••••••••Registered adviserregistration: previous registration
Jun 22, 2011 to Mar 21, 2013factForm ADV
→ P•••••••• W••••• S••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a0d918a6-45c6-2d98-62f1-5583890fa8a8
First observed: Sep 14, 2004
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.