DFX Intelligence

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

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RIA / WealthAdvisor28 years in industry

J••• J••••• O••••••

Advisor at E• W••••• A•••••••

Hilton Head Island, SC | TORRANCE, CA

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Search this name across graphsid dfx:ria:a1879b80-305f-38ef-0c70-c1c2e38c6138

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Jan 29, 1999 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

J••• J••••• O••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

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: Sep 23, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 3derivedfrom 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 20, 2022	n/a	yes	TORRANCE, CA\|Hilton Head Island, SC	Current employment
W••••• F•••••••• S••••••	Former SEC adviser	Nov 12, 2014	Dec 22, 2022	no	HILTON HEAD, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• F•••••••• S••••••	E• W••••• A•••••••	Dec 22, 2022	Dec 20, 2022	-2	Firm change	RIA to RIA
R•• C•••••• M••••••• L••	W••••• F•••••••• S••••••	Feb 8, 2013	Nov 12, 2014

Relationships

Registered with (4)

→ E• W••••• A•••••••Registered adviserregistration: current employment
Dec 20, 2022 to presentfactForm ADV
→ W••••• F•••••••• S••••••Registered adviserregistration: previous registration
Nov 12, 2014 to Dec 22, 2022factForm ADV
→ R•• C•••••• M••••••• L••Registered adviserregistration: previous registration
Feb 27, 2009 to Feb 8, 2013factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

Occurred
Dec 22, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a1879b80-305f-38ef-0c70-c1c2e38c6138
First observed: Jan 29, 1999
Last observed: Sep 15, 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.