DFX Intelligence

A•••• D••• W••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)23 years in industry

A•••• D••• W••••••••

Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Virginia Beach, VA

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Search this name across graphsid dfx:ria:ce646268-5351-21e2-464b-39194d6255cc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 17, 2008 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: R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Sep 1, 2026	n/a	yes	Virginia Beach, VA	Current employment
F•••••••• S••••••• A••••••• I••	Independent wealth	Apr 17, 2008	Aug 31, 2026	no	VIRGINIA BEACH, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• S••••••• A••••••• I••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Aug 31, 2026	Sep 1, 2026	1	Firm change	RIA to ibd

Team moves

••• Locked

Team	Left	Joined	From	Kind
110746:149018:VA:2026-08-31	Aug 31, 2026	Sep 1, 2026	VIRGINIA BEACH, VA	Firm change

Relationships

Registered with (2)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
Sep 1, 2026 to presentfactForm ADV
→ F•••••••• S••••••• A••••••• I••Registered adviserregistration: previous registration
Apr 17, 2008 to Aug 31, 2026factForm ADV

Dated events

Occurred
Aug 31, 2026
Advisor changed firm
A•••• D••• W•••••••• left F•••••••• S••••••• A••••••• I•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2026-09-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ce646268-5351-21e2-464b-39194d6255cc
First observed: Apr 17, 2008
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.