DFX Intelligence

B•••• N••••• D••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)21 years in industry

B•••• N••••• D••••

Advisor at E••••• J••••

WINSTON SALEM, NC

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Search this name across graphsid dfx:ria:d2105a1b-4d18-f548-020d-3529fe058843

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 21, 2004 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: E••••• J••••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Oct 20, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• J••••	National bd RIA	Apr 11, 2006	n/a	yes	WINSTON SALEM, NC	Current employment
A• G• E•••••• • S•••• I•••	n/a	Oct 21, 2004	Apr 11, 2006	no	GREENSBORO, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• G• E•••••• • S•••• I•••	E••••• J••••	Apr 11, 2006	Apr 11, 2006	0	Firm change	Other

Relationships

Registered with (2)

→ E••••• J••••Registered adviserregistration: current employment
Apr 11, 2006 to presentfactForm ADV
→ A• G• E•••••• • S•••• I•••Registered adviserregistration: previous registration
Oct 21, 2004 to Apr 11, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d2105a1b-4d18-f548-020d-3529fe058843
First observed: Oct 21, 2004
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.