DFX Intelligence
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Advisor at E••••• J••••
Whitefish Bay, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| E••••• J•••• | National bd RIA | Aug 29, 2025 | n/a | yes | Whitefish Bay, WI | Current employment |
| D•••• • A••••••••• L•• | Independent wealth | Jan 19, 2025 | Jul 9, 2025 | no | WAUKESHA, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| D•••• • A••••••••• L•• | E••••• J•••• | Jul 9, 2025 | Aug 29, 2025 | 51 | Firm change | RIA to ibd |
| R•• C•••••• M••••••• L•• | D•••• • A••••••••• L•• | Dec 31, 2024 | Jan 19, 2025 |
| R•• C•••••• M••••••• L•• |
| National bd RIA |
| May 26, 2023 |
| Dec 31, 2024 |
| no |
| Milwaukee, WI |
| Previous registration |
| Firm change |
| Ibd to RIA |