DFX Intelligence

E••• J•••••• P•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner34 years in industry

E••• J•••••• P•••••••

Advisor at G••••• • G••• W••••• M•••••••••

Chandler, AZ | RICHMOND, VA

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Search this name across graphsid dfx:ria:f6ba9df2-3aa4-d666-e6a2-aa3b03e15911

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 27, 2006 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: G••••• • G••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• • G••• W••••• M•••••••••	Independent wealth	Sep 14, 2025	n/a	yes	Chandler, AZ\|RICHMOND, VA	Current employment
E••••• J••••	National bd RIA	Jul 14, 2023	Aug 29, 2025	no	Mesa, AZ\|GILBERT, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	G••••• • G••• W••••• M•••••••••	Aug 29, 2025	Sep 14, 2025	16	Firm change	Ibd to RIA
C•••••• S••••• • C••• I•••	E••••• J••••	Jul 17, 2023	Jul 14, 2023

Relationships

Registered with (3)

→ G••••• • G••• W••••• M•••••••••Registered adviserregistration: current employment
Sep 14, 2025 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jul 14, 2023 to Aug 29, 2025factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Oct 27, 2006 to Jul 17, 2023factForm ADV

Dated events

Occurred
Aug 29, 2025
Advisor changed firm
E••• J•••••• P••••••• left E••••• J•••• for G••••• • G••• W••••• M••••••••• (registered 2025-09-14)
Form ADVobserved 7 days ago
Occurred
Jul 17, 2023
Advisor changed firm
E••• J•••••• P••••••• left C•••••• S••••• • C••• I••• for E••••• J•••• (registered 2023-07-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f6ba9df2-3aa4-d666-e6a2-aa3b03e15911
First observed: Oct 27, 2006
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.