DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)21 years in industry

J•••• C••••• R••

Advisor at E••••• A•••••••

HOUSTON, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Feb 7, 2020 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J•••• C••••• R••

Private equity principal · Key CRD individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: E••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 19, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• A•••••••	State registered	Jun 7, 2023	n/a	yes	HOUSTON, TX	Current employment
E••••• I••••••••• L••	Former SEC adviser	Feb 7, 2020	Dec 18, 2023	no	HOUSTON, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• I••••••••• L••	E••••• A•••••••	Dec 18, 2023	Jun 7, 2023	-194	Firm change after gap	RIA to state RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
306790:323700:TX:2023-12-18	Dec 18, 2023	Jun 7, 2023	HOUSTON, TX	Firm change after gap

Relationships

Registered with (2)

→ E••••• A•••••••Registered adviserregistration: current employment
Jun 7, 2023 to presentfactForm ADV
→ E••••• I••••••••• L••Registered adviserregistration: previous registration
Feb 7, 2020 to Dec 18, 2023factForm ADV

Dated events

Order

Occurred
18 Dec 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 7, 2020
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.