DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner40 years in industry

J••• R•••••• A••

Advisor at E•••••• W••••• M••••••••• L••

ARLINGTON, VA

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Search this name across graphsid dfx:ria:a8ec945c-d7ba-69ca-f30c-81ef5c6fe149

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 7, 2003 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••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 28, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• W••••• M••••••••• L••	Independent wealth	Oct 21, 2021	n/a	yes	ARLINGTON, VA	Current employment
H•••••• F•••••••• S•••••••• I•••	Independent wealth	Feb 2, 2010	Oct 6, 2021	no	GREAT FALLS, VA\|RESTON, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••• F•••••••• S•••••••• I•••	E•••••• W••••• M••••••••• L••	Oct 6, 2021	Oct 21, 2021	15	Firm change	RIA to RIA
H••••••• F•••••••• R••••••• G••••• L•••	H•••••• F•••••••• S•••••••• I•••	Feb 1, 2010	Feb 2, 2010

Relationships

Registered with (4)

→ E•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Oct 21, 2021 to presentfactForm ADV
→ H•••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 2, 2010 to Oct 6, 2021factForm ADV
→ H••••••• F•••••••• R••••••• G••••• L•••Registered adviserregistration: previous registration
Jan 14, 2005 to Feb 1, 2010factForm ADV
→ W••• F•••••••• S••••••• I••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a8ec945c-d7ba-69ca-f30c-81ef5c6fe149
First observed: Jan 7, 2003
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.