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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

C••••••••• J••••• D••••

Advisor at E•••••••• P••

BERWYN, PA | West Linn, OR

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Search this name across graphsid dfx:ria:a3f03a69-3f84-97e9-8616-6b59ab1323ac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: May 26, 2020 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•••••••• P••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• P••	Independent wealth	Aug 26, 2026	n/a	yes	West Linn, OR\|BERWYN, PA	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Jun 29, 2023	Jun 26, 2026	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	E•••••••• P••	Jun 26, 2026	Aug 26, 2026	61	Firm change	Ibd to RIA
C••••• A•••••• N••••••• L••	C••••• I••••••••• A••••••• L••	Jun 29, 2023

Relationships

Registered with (5)

→ E•••••••• P••Registered adviserregistration: current employment
Aug 26, 2026 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 29, 2023 to Jun 26, 2026factForm ADV
→ C••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
Aug 11, 2022 to Jun 29, 2023factForm ADV
→ O•••• F•• I•••

Dated events

Occurred
Jun 26, 2026
A•••••• firm change
C••••••••• J••••• D•••• left C••••• I••••••••• A••••••• L•• for E•••••••• P•• (registered 2026-08-26)
Form ADVobserved 7 days ago
Occurred
Jul 19, 2022
A•••••• firm change
C••••••••• J••••• D•••• left O•••• F•• I••• for C••••• A•••••• N••••••• L•• (registered 2022-08-11)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a3f03a69-3f84-97e9-8616-6b59ab1323ac
First observed: May 26, 2020
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.