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••••• C•••••••

E•• F•••••••• A•••••••independent RIAFairfax, Va dual registrantIAPD 6012287

Feed of 09/15/2026

Also filed as Jay Colligan

At current firm

1 y

since Jul 28, 2025

In the industry

14 y

since Mar 9, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, 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•• F•••••••• A••••••• independent RIA current
since Jul 28, 2025 · Roanoke, Va
M•• I•••••••• S•••••••• L•• BD affiliated
May 22, 2024 to May 14, 2025 · Mclean, Va
A••••• A•• P••••••• S••••••• BD affiliated
Jan 4, 2019 to Oct 20, 2023 · Charlottesville, Va
M•• I•••••••• S•••••••• L•• BD affiliated
Feb 23, 2018 to Oct 10, 2018 · Charlottesville, Va
F•••• C••••••• I••••••• S•••••••• I••• BD affiliated
Mar 28, 2017 to Dec 12, 2017 · Charlottesville, Va
K••••• C•••••• state registered
Nov 25, 2013 to Mar 27, 2017 · Waynesboro, Va
W•••• F•••• A••••••• wirehouse
Mar 12, 2012 to Nov 25, 2013 · Charlottesville, Va

Moves

a registration end followed by a registration begin elsewhere

M•• I•••••••• S•••••••• L•• to E•• F•••••••• A•••••••
left May 14, 2025, registered Jul 28, 2025 (75 days) · Affiliated broker-dealer or bank to independent RIA
A••••• A•• P••••••• S••••••• to M•• I•••••••• S•••••••• L••
left Oct 20, 2023, registered May 22, 2024 (215 days) · Affiliated broker-dealer or bank to another
M•• I•••••••• S•••••••• L•• to A••••• A•• P••••••• S•••••••
left Oct 10, 2018, registered Jan 4, 2019 (86 days) · Affiliated broker-dealer or bank to another
F•••• C••••••• I••••••• S•••••••• I••• to M•• I•••••••• S•••••••• L••
left Dec 12, 2017, registered Feb 23, 2018 (73 days) · Other
K••••• C•••••• to F•••• C••••••• I••••••• S•••••••• I•••
left Mar 27, 2017, registered Mar 28, 2017 (1 days) · Other
W•••• F•••• A••••••• to K••••• C••••••
left Nov 25, 2013, registered Nov 25, 2013 (0 days) · Wirehouse to a state-registered adviser

Signals

E••••• J••••• C••••••• left M•• I•••••••• S•••••••• L•• for E•• F•••••••• A••••••• (registered 2025-07-28)
May 14, 2025 · Advisor changed firm · fact
E••••• J••••• C••••••• left A••••• A•• P••••••• S••••••• for M•• I•••••••• S•••••••• L•• (registered 2024-05-22)
Oct 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: Independent wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address