DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

J••• P•••••• G•••••

Advisor at B••• • G••••• L••

Suwanee, GA | CINCINNATI, OH

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Search this name across graphsid dfx:ria:049c066c-a477-f396-9a9c-a505eeb08bf7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 10, 2009 to Sep 15, 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: B••• • G••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• • G••••• L••	Mixed wealth	Mar 1, 2024	n/a	yes	CINCINNATI, OH\|Suwanee, GA	Current employment
A••••••• A•••• M••••••••• I•••	Mixed wealth	Dec 10, 2009	Jun 30, 2023	no	BERKELEY HEIGHTS, NJ\|PRINCETON, NJ\|MONUMENT, CO\|Suwanee, GA\|BOERNE, TX\|Suwanee, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• A•••• M••••••••• I•••	B••• • G••••• L••	Jun 30, 2023	Mar 1, 2024	245	Firm change	Other

Relationships

Registered with (2)

→ B••• • G••••• L••Registered adviserregistration: current employment
Mar 1, 2024 to presentfactForm ADV
→ A••••••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Dec 10, 2009 to Jun 30, 2023factForm ADV

Dated events

Occurred
Jun 30, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:049c066c-a477-f396-9a9c-a505eeb08bf7
First observed: Dec 10, 2009
Last observed: Sep 15, 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.