DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

G•••• S••••• J••••

Advisor at R••• W•••••• L••

LONGVIEW, TX

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Search this name across graphsid dfx:ria:03e44a23-1865-ee2b-a20a-8fd912f877ab

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 2, 2024 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•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••• W•••••• L••	State registered	Nov 19, 2025	n/a	yes	LONGVIEW, TX	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	May 2, 2024	Nov 17, 2025	no	TYLER, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	R••• W•••••• L••	Nov 17, 2025	Nov 19, 2025	2	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ R••• W•••••• L••Registered adviserregistration: current employment
Nov 19, 2025 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
May 2, 2024 to Nov 17, 2025factForm ADV

Dated events

Occurred
Nov 17, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:03e44a23-1865-ee2b-a20a-8fd912f877ab
First observed: May 2, 2024
Last observed: Sep 14, 2026 9 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.