DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

D••••• J•••• S••••

Advisor at E••• F••••••••

PITTSBURGH, PA | Savannah, GA

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Search this name across graphsid dfx:ria:b9a29650-51d3-4a4e-9acd-c5faa49b3985

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 25, 2008 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••• F••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 11, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••• F••••••••	State registered	Feb 20, 2026	n/a	yes	Savannah, GA\|PITTSBURGH, PA	Current employment
F•••••••• F•••••••• A•••••••	Independent wealth	Nov 7, 2024	Dec 4, 2024	no	Savannah, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•••••• A•••••••	F•••••••• F•••••••• A•••••••	Feb 18, 2025	Nov 7, 2024	-103	Firm change after gap	Other
F•••••••• F•••••••• A•••••••	E••• F••••••••	Dec 4, 2024	Feb 20, 2026

Relationships

Registered with (4)

→ E••• F••••••••Registered adviserregistration: current employment
Feb 20, 2026 to presentfactForm ADV
→ L•••••• A•••••••Registered adviserregistration: previous registration
Feb 22, 2024 to Feb 18, 2025factForm ADV
→ F•••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Nov 7, 2024 to Dec 4, 2024factForm ADV
→ E••••• J••••

Dated events

Occurred
Feb 18, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 4, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b9a29650-51d3-4a4e-9acd-c5faa49b3985
First observed: Jul 25, 2008
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.