DFX Intelligence

D•••• J•••• L••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

D•••• J•••• L••••

Advisor at G••••• A••••• A•••••••• L••

MERRILLVILLE, IN | ORLANDO, FL

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Search this name across graphsid dfx:ria:0626f7d7-2897-586d-b1ce-840661f4599c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 18, 2005 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: G••••• A••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 17, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• A••••• A•••••••• L••	Independent wealth	Jul 29, 2020	n/a	yes	ORLANDO, FL\|MERRILLVILLE, IN	Current employment
G•••• C•••••• M••••••••• L••	Independent wealth	Mar 27, 2017	Oct 1, 2020	no	Merrillville, IN\|AUSTIN, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••• C•••••• M••••••••• L••	G••••• A••••• A•••••••• L••	Oct 1, 2020	Jul 29, 2020	-64	Firm change after gap	RIA to RIA
T•••• A•••••••• L••	G•••• C•••••• M••••••••• L••	Sep 11, 2017	Mar 27, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
150054:300460:TX:2020-10-01	Oct 1, 2020	Jul 29, 2020	AUSTIN, TX	Firm change after gap

Relationships

Registered with (5)

→ G••••• A••••• A•••••••• L••Registered adviserregistration: current employment
Jul 29, 2020 to presentfactForm ADV
→ G•••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 27, 2017 to Oct 1, 2020factForm ADV
→ T•••• A•••••••• L••Registered adviserregistration: previous registration
Feb 6, 2013 to Sep 11, 2017factForm ADV
→ V••• F•••••••• A•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0626f7d7-2897-586d-b1ce-840661f4599c
First observed: Oct 18, 2005
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.