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

J•••••• D••• E••••

L•• F•••••••• L••BD affiliatedOceanside, Ny dual registrantIAPD 5093108

Feed of 09/15/2026

Also filed as Jamison Edlin

At current firm

0 y

since Dec 9, 2025

In the industry

19 y

since Aug 23, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L•• F•••••••• L•• BD affiliated current
since Dec 9, 2025 · Chapel Hill, Nc
W•••• F•••• A••••••• wirehouse
Aug 9, 2024 to Dec 4, 2025 · Naples, Fl
L•• F•••••••• L•• BD affiliated
May 29, 2024 to Jul 24, 2024 · Fort Myers, Fl
E•••••• A••••••• G••••• L•• BD affiliated
Dec 26, 2023 to Apr 30, 2024 · Greenwood Village, Co
C••••• I••••••••• A••••••• L•• BD affiliated
Sep 28, 2017 to Jul 20, 2023 · Punta Gorda, Fl

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to L•• F•••••••• L••
left Dec 4, 2025, registered Dec 9, 2025 (5 days) · Wirehouse to affiliated broker-dealer or bank
L•• F•••••••• L•• to W•••• F•••• A•••••••
left Jul 24, 2024, registered Aug 9, 2024 (16 days) · Affiliated broker-dealer or bank to wirehouse
E•••••• A••••••• G••••• L•• to L•• F•••••••• L••
left Apr 30, 2024, registered May 29, 2024 (29 days) · Affiliated broker-dealer or bank to another
C••••• I••••••••• A••••••• L•• to E•••••• A••••••• G••••• L••
left Jul 20, 2023, registered Dec 26, 2023 (159 days) · Affiliated broker-dealer or bank to another

Signals

J•••••• D••• E•••• left W•••• F•••• A••••••• for L•• F•••••••• L•• (registered 2025-12-09)
Dec 4, 2025 · Advisor changed firm · fact
J•••••• D••• E•••• left L•• F•••••••• L•• for W•••• F•••• A••••••• (registered 2024-08-09)
Jul 24, 2024 · Advisor changed firm · fact
J•••••• D••• E•••• left E•••••• A••••••• G••••• L•• for L•• F•••••••• L•• (registered 2024-05-29)
Apr 30, 2024 · Advisor changed firm · fact
J•••••• D••• E•••• left C••••• I••••••••• A••••••• L•• for E•••••• A••••••• G••••• L•• (registered 2023-12-26)
Jul 20, 2023 · Advisor changed firm · fact

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: Broker-dealer affiliated wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address