DFX Intelligence

T•••••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)24 years in industry

T•••••• M•••••

Advisor at E••••• J••••

BEDFORD, 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, 4:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 28, 2002 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: Jun 15, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• J••••	National bd RIA	Oct 25, 2019	n/a	yes	BEDFORD, TX	Current employment
W•••• C••••• S••••••••• I•••	State registered	Jan 31, 2006	Oct 22, 2019	no	BEDFORD, TX\|Euless, TX\|FORT MYERS, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• C••••• S••••••••• I•••	E••••• J••••	Oct 22, 2019	Oct 25, 2019	3	Firm change	Other
E•••••• A••••••• S•••••••• I•••	W•••• C••••• S••••••••• I•••	Jun 11, 2003	Jan 31, 2006

Relationships

Registered with (3)

→ E••••• J••••Registered adviserregistration: current employment
Oct 25, 2019 to presentfactForm ADV
→ W•••• C••••• S••••••••• I•••Registered adviserregistration: previous registration
Jan 31, 2006 to Oct 22, 2019factForm ADV
→ E•••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jun 28, 2002 to Jun 11, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 28, 2002
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.