DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

J•••••• J•••• J••••••

Advisor at E•••••• A••••••• G••••• L••

Bennington, NE | GREENWOOD VILLAGE, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bb634d84-dfd4-9304-1b24-346d18fab4b2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Dec 2, 2016 to Sep 15, 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•••••• A••••••• G••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• A••••••• G••••• L••	Bd affiliated wealth	Oct 20, 2025	n/a	yes	Bennington, NE\|GREENWOOD VILLAGE, CO	Current employment
P•• W••••• M•••••••••	Bd affiliated wealth	May 5, 2023	Oct 15, 2025	no	Omaha, NE\|PITTSBURGH, PA\|Bennington, NE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• W••••• M•••••••••	E•••••• A••••••• G••••• L••	Oct 15, 2025	Oct 20, 2025	5	Firm change	Ibd to ibd
P•••••••• S••••••••• I•••	P•• W••••• M•••••••••	May 2, 2023	May 5, 2023

Relationships

Registered with (7)

→ E•••••• A••••••• G••••• L••Registered adviserregistration: current employment
Oct 20, 2025 to presentfactForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
May 5, 2023 to Oct 15, 2025factForm ADV
→ P•••••••• S••••••••• I•••Registered adviserregistration: previous registration
Nov 1, 2022 to May 2, 2023factForm ADV
→ P••••••• C•••••• A••••••• C•••••••••

Dated events

Occurred
Oct 15, 2025
Advisor changed firm
J•••••• J•••• J•••••• left P•• W••••• M••••••••• for E•••••• A••••••• G••••• L•• (registered 2025-10-20)
Form ADVobserved 7 days ago
Occurred
May 2, 2023
Advisor changed firm
J•••••• J•••• J•••••• left P•••••••• S••••••••• I••• for P•• W••••• M••••••••• (registered 2023-05-05)
Form ADVobserved 7 days ago
Occurred
Oct 31, 2022
Advisor changed firm
J•••••• J•••• J•••••• left P••••••• C•••••• A••••••• C••••••••• for P•••••••• S••••••••• I••• (registered 2022-11-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bb634d84-dfd4-9304-1b24-346d18fab4b2
First observed: Dec 2, 2016
Last observed: Sep 15, 2026 7 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.