DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

J••••••• D• N•••

Advisor at E•••••• F•••••••• E••••••

SHREVEPORT, LA | FAIRFAX , VA

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Search this name across graphsid dfx:ria:bfe2a0fe-52fa-3e98-c429-939f7454cc37

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 31, 2014 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•••••••• E••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 30, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• F•••••••• E••••••	Independent wealth	Feb 12, 2024	n/a	yes	SHREVEPORT, LA\|FAIRFAX , VA	Current employment
M••••••••• W••••• A•••••••	State registered	Aug 31, 2015	Jul 28, 2023	no	SHREVEPORT, LA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••••• W••••• A•••••••	E•••••• F•••••••• E••••••	Jul 28, 2023	Feb 12, 2024	199	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M••••••••• W••••• A•••••••	Jul 1, 2015	Aug 31, 2015

Relationships

Registered with (3)

→ E•••••• F•••••••• E••••••Registered adviserregistration: current employment
Feb 12, 2024 to presentfactForm ADV
→ M••••••••• W••••• A•••••••Registered adviserregistration: previous registration
Aug 31, 2015 to Jul 28, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jul 31, 2014 to Jul 1, 2015factForm ADV

Dated events

Occurred
Jul 28, 2023
Advisor changed firm
J••••••• D• N••• left M••••••••• W••••• A••••••• for E•••••• F•••••••• E•••••• (registered 2024-02-12)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bfe2a0fe-52fa-3e98-c429-939f7454cc37
First observed: Jul 31, 2014
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.