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

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RIA / WealthAdvisor17 years in industry

J••• G• E••••••

Advisor at R•• W••••• B•••••••• I•••

Tiverton, RI | MONTCLAIR, NJ

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Search this name across graphsid dfx:ria:028cd0f4-7a94-0200-c4f0-f69dda800734

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 15, 2010 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: R•• W••••• B•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 2, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
R•• W••••• B•••••••• I•••	Independent wealth	Aug 14, 2019	n/a	yes	Tiverton, RI\|MONTCLAIR, NJ	Current employment
G• I••••••••• A•••••••• L••	n/a	Mar 25, 2014	Mar 30, 2015	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
I•• W••••• M••••••••• I•••	G• I••••••••• A•••••••• L••	Aug 22, 2017	Mar 25, 2014	-1,246	Firm change after gap	Other
G• I••••••••• A•••••••• L••	R•• W••••• B•••••••• I•••	Mar 30, 2015

Relationships

Registered with (5)

→ R•• W••••• B•••••••• I•••Registered adviserregistration: current employment
Aug 14, 2019 to presentfactForm ADV
→ I•• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Aug 1, 2012 to Aug 22, 2017factForm ADV
→ G• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 25, 2014 to Mar 30, 2015factForm ADV
→ L•• F•••••••• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:028cd0f4-7a94-0200-c4f0-f69dda800734
First observed: Jun 15, 2010
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.