DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)13 years in industry

E•••• K•••• J••••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

Port Orange, FL | Ormond Beach, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 15, 2013 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: C•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 11, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Apr 20, 2018	n/a	yes	Port Orange, FL\|Ormond Beach, FL	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Nov 29, 2017	Apr 25, 2018	no	ORMOND BEACH, FL\|PORT ORANGE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Apr 25, 2018	Apr 20, 2018	-5	Firm change	RIA to ibd
N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••	L•• F•••••••• L••	Dec 6, 2017	Nov 29, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
6413:134139:FL:2018-04-25	Apr 25, 2018	Apr 20, 2018	PORT ORANGE, FL	Firm change

Relationships

Registered with (3)

→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Apr 20, 2018 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Nov 29, 2017 to Apr 25, 2018factForm ADV
→ N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••Registered adviserregistration: previous registration
Jan 15, 2013 to Dec 6, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 15, 2013
Last observed: Sep 14, 2026 9 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.