DFX Intelligence

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

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

E•••• M••••• S•••• S••••••

Advisor at V••• R••••••••• A•••••••• L••

Norfolk, VA | WINDSOR, CT

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Search this name across graphsid dfx:ria:c6570e4e-181e-6a9f-f6f3-1ba69204dca3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Apr 4, 2023 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: V••• R••••••••• A•••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••• R••••••••• A•••••••• L••	Other adviser	Apr 2, 2025	n/a	yes	Norfolk, VA\|WINDSOR, CT	Current employment
E••••• J••••	National bd RIA	May 6, 2024	Dec 23, 2024	no	VIRGINIA BEACH, VA\|ST LOUIS, MO\|Norfolk, VA\|VIRGINIA BEACH, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	V••• R••••••••• A•••••••• L••	Dec 23, 2024	Apr 2, 2025	100	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	E••••• J••••	Apr 29, 2024	May 6, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:250:VA:2024-04-29	Apr 29, 2024	May 6, 2024	CHESAPEAKE, VA	Firm change

Relationships

Registered with (3)

→ V••• R••••••••• A•••••••• L••Registered adviserregistration: current employment
Apr 2, 2025 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
May 6, 2024 to Dec 23, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Apr 4, 2023 to Apr 29, 2024factForm ADV

Dated events

Occurred
Dec 23, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 29, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c6570e4e-181e-6a9f-f6f3-1ba69204dca3
First observed: Apr 4, 2023
Last observed: Sep 15, 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.