DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

E•••• J•••• D• J••••

N••••••••• F•••••••• G••••• L••independent RIATampa, Fldual registrantIAPD 5068897

Certified Financial Planner

Feed of 09/14/2026

At current firm

0 y

since Aug 17, 2026

In the industry

20 y

since Feb 28, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Financial Advisorreportednorthbridgefg.comfirm site, Sep 15, 2026
Designations: CFPreportednorthbridgefg.comas printed on the bio page, Sep 16, 2026
Professional profile: NorthbridgeFG.com/team-member-01/ellis-de-jesusreportednorthbridgefg.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

N••••••••• F•••••••• G••••• L•• independent RIA current
since Aug 17, 2026 · Tampa, Fl
U••• F•••••••• P••••••• S••••••• former
Oct 11, 2013 to Dec 16, 2015 · Tampa, Fl
C•••••• S••••• • C••• I••• national BD
Nov 5, 2012 to Sep 24, 2013 · Spring Hill, Fl
U••• F•••••••• P••••••• S••••••• former
Jul 7, 2010 to Oct 8, 2012 · Tampa, Fl
T• R••• P•••• A••••••• S•••••••• I••• BD affiliated
Oct 18, 2006 to Jul 9, 2007 · Tampa, Fl
A••••••••• F•••••••• S•••••••• L•• national BD
Feb 28, 2006 to Sep 13, 2006 · Tampa, Fl

Moves

a registration end followed by a registration begin elsewhere

U••• F•••••••• P••••••• S••••••• to N••••••••• F•••••••• G••••• L••
left Dec 16, 2015, registered Aug 17, 2026 (3897 days) · Other
C•••••• S••••• • C••• I••• to U••• F•••••••• P••••••• S•••••••
left Sep 24, 2013, registered Oct 11, 2013 (17 days) · Other
U••• F•••••••• P••••••• S••••••• to C•••••• S••••• • C••• I•••
left Oct 8, 2012, registered Nov 5, 2012 (28 days) · Other
T• R••• P•••• A••••••• S•••••••• I••• to U••• F•••••••• P••••••• S•••••••
left Jul 9, 2007, registered Jul 7, 2010 (1094 days) · Other
A••••••••• F•••••••• S•••••••• L•• to T• R••• P•••• A••••••• S•••••••• I•••
left Sep 13, 2006, registered Oct 18, 2006 (35 days) · Affiliated broker-dealer or bank to a newly registered adviser

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address