DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

J••••••• D•••• C•••••••

Advisor at E•••••• F•••••••• P••••••• A•• W••••• M•••••••••

Chattanooga, TN | ST. PETERSBURG, FL

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Search this name across graphsid dfx:ria:e055bd4a-ab5c-0eb5-5154-82d6d41276b4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 25, 2020 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: E•••••• F•••••••• P••••••• A•• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• F•••••••• P••••••• A•• W••••• M•••••••••	Independent wealth	Aug 29, 2024	n/a	yes	ST. PETERSBURG, FL\|Chattanooga, TN	Current employment
F•••••• F•••••••• A•••••••• L••	Bd affiliated wealth	Nov 25, 2020	Sep 19, 2024	no	TAMPA, FL\|Tampa, FL\|Chattanooga, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••• F•••••••• A•••••••• L••	E•••••• F•••••••• P••••••• A•• W••••• M•••••••••	Sep 19, 2024	Aug 29, 2024	-21	Firm change	Ibd to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
288811:329079:TN:2024-09-19	Sep 19, 2024	Aug 29, 2024	CHATTANOOGA, TN	Firm change

Relationships

Registered with (2)

→ E•••••• F•••••••• P••••••• A•• W••••• M•••••••••Registered adviserregistration: current employment
Aug 29, 2024 to presentfactForm ADV
→ F•••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Nov 25, 2020 to Sep 19, 2024factForm ADV

Dated events

Occurred
Sep 19, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e055bd4a-ab5c-0eb5-5154-82d6d41276b4
First observed: Nov 25, 2020
Last observed: Sep 15, 2026 7 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.