DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

J•••• E••••• M•••••

Advisor at P•••••••• F••••••••

COLORADO SPRINGS, CO

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Search this name across graphsid dfx:ria:c0d1cecf-1719-7ad3-2375-a92aadda2852

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 2, 2017 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: P•••••••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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
P•••••••• F••••••••	Independent wealth	Aug 21, 2024	n/a	yes	COLORADO SPRINGS, CO	Current employment
M••••• A•••••••• L••	Bd affiliated wealth	Jan 4, 2021	Sep 16, 2024	no	Colorado Springs, CO\|Colorado Springs, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• A•••••••• L••	P•••••••• F••••••••	Sep 16, 2024	Aug 21, 2024	-26	Firm change	Ibd to new firm
E••••• J••••	M••••• A•••••••• L••	Jan 5, 2021	Jan 4, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
167658:331675:CO:2024-09-16	Sep 16, 2024	Aug 21, 2024	COLORADO SPRINGS, CO	Firm change

Relationships

Registered with (3)

→ P•••••••• F••••••••Registered adviserregistration: current employment
Aug 21, 2024 to presentfactForm ADV
→ M••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 4, 2021 to Sep 16, 2024factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Oct 2, 2017 to Jan 5, 2021factForm ADV

Dated events

Occurred
Sep 16, 2024
Advisor changed firm
J•••• E••••• M••••• left M••••• A•••••••• L•• for P•••••••• F•••••••• (registered 2024-08-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c0d1cecf-1719-7ad3-2375-a92aadda2852
First observed: Oct 2, 2017
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.