DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

W••••• F••••

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

Hattiesburg, MS

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Search this name across graphsid dfx:ria:ea66d00f-6314-668f-f456-25e8d107a4dd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 13, 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: Mar 14, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Sep 15, 2025	n/a	yes	Hattiesburg, MS	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Nov 6, 2023	Sep 16, 2025	no	Birmingham, AL\|Hattiesburg, MS\|WALTHAM, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Sep 16, 2025	Sep 15, 2025	-1	Firm change	Ibd to ibd
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	C••••••••• F•••••••• N••••••	Nov 10, 2023	Nov 6, 2023

Relationships

Registered with (3)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Aug 9, 2016 to Nov 10, 2023factForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Nov 6, 2023 to Sep 16, 2025factForm ADV
→ F•• S••••••••• C•••••••••Registered adviserregistration: previous registration
May 13, 2008 to Aug 9, 2016factForm ADV

Dated events

Occurred
Sep 16, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Nov 10, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ea66d00f-6314-668f-f456-25e8d107a4dd
First observed: May 13, 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.