DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

E••• J••••• J••••••

Advisor at L•••• W••••• M•••••••••

OMAHA, NE

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Search this name across graphsid dfx:ria:c308eaca-3aa1-3f98-2eac-402bb353f6c6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 25, 2001 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: L•••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 14, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••• W••••• M•••••••••	State registered	Apr 24, 2023	n/a	yes	OMAHA, NE	Current employment
E•••••••• C•••••• M••••••••• I••	State registered	Jan 25, 2012	Jun 13, 2023	no	OMAHA, NE	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• C•••••• M••••••••• I••	L•••• W••••• M•••••••••	Jun 13, 2023	Apr 24, 2023	-50	Firm change after gap	Other
W•••••• • R•••	E•••••••• C•••••• M••••••••• I••	Dec 8, 2011	Jan 25, 2012

Relationships

Registered with (3)

→ L•••• W••••• M•••••••••Registered adviserregistration: current employment
Apr 24, 2023 to presentfactForm ADV
→ E•••••••• C•••••• M••••••••• I••Registered adviserregistration: previous registration
Jan 25, 2012 to Jun 13, 2023factForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Jan 25, 2001 to Dec 8, 2011factForm ADV

Dated events

Occurred
Jun 13, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c308eaca-3aa1-3f98-2eac-402bb353f6c6
First observed: Jan 25, 2001
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.