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•••• C••••• R•••••

E• E• P••••• • C•••••• I•••state registeredSeven Fields, Padual registrantIAPD 5635224

Feed of 09/14/2026

Also filed as J•••• C••••• Ritchey

At current firm

0 y

since Dec 17, 2025

In the industry

16 y

since Dec 30, 2009 (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

Registration history

IAPD current and previous registrations

E• E• P••••• • C•••••• I••• state registered current
since Dec 17, 2025 · Seven Fields, Pa
O•••• W•••••• I••• BD affiliated
Jan 24, 2025 to Apr 2, 2025 · Sewickley, Pa
O•••• F•• I••• former
May 26, 2017 to Jan 24, 2025 · Pittsburgh, Pa
O••••••••• • C•• I••• BD affiliated
Apr 24, 2013 to Apr 11, 2017 · Pittsburgh, Pa
P•• W••••• M••••••••• BD affiliated
Jan 1, 2010 to Apr 18, 2013 · Pittsburgh, Pa

Moves

a registration end followed by a registration begin elsewhere

O•••• W•••••• I••• to E• E• P••••• • C•••••• I•••
left Apr 2, 2025, registered Dec 17, 2025 (259 days) · Affiliated broker-dealer or bank to a state-registered adviser
O•••• F•• I••• to O•••• W•••••• I•••
left Jan 24, 2025, registered Jan 24, 2025 (0 days) · corporate re-registration, not a move
O••••••••• • C•• I••• to O•••• F•• I•••
left Apr 11, 2017, registered May 26, 2017 (45 days) · Other
P•• W••••• M••••••••• to O••••••••• • C•• I•••
left Apr 18, 2013, registered Apr 24, 2013 (6 days) · Other

Signals

J•••• C••••• R••••• left O•••• W•••••• I••• for E• E• P••••• • C•••••• I••• (registered 2025-12-17)
Apr 2, 2025 · 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: STATE REGISTEREDderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address