DFX Intelligence

J••• C••••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor25 years in industry

J••• C••••• B••••

Advisor at T•• P••••••• F•••••••• G••••

Melville, NY | ROCKVILLE CENTRE, NY

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 12, 2010 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: T•• P••••••• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 26, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• P••••••• F•••••••• G••••	Independent wealth	Apr 17, 2026	n/a	yes	Melville, NY\|ROCKVILLE CENTRE, NY	Current employment
S•••••• P•••••••• L••	Independent wealth	Feb 26, 2021	Dec 26, 2025	no	OMAHA, NE\|MELVILLE, NY\|MELVILLE, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• P•••••••• L••	T•• P••••••• F•••••••• G••••	Dec 26, 2025	Apr 17, 2026	112	Firm change	RIA to RIA
L•• F•••••••• L••	S•••••• P•••••••• L••	Oct 6, 2020	Feb 26, 2021

Relationships

Registered with (5)

→ T•• P••••••• F•••••••• G••••Registered adviserregistration: current employment
Apr 17, 2026 to presentfactForm ADV
→ S•••••• P•••••••• L••Registered adviserregistration: previous registration
Feb 26, 2021 to Dec 26, 2025factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Oct 1, 2014 to Oct 6, 2020factForm ADV
→ J••• M••••• S••••••••• L••

Dated events

Occurred
Dec 26, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 12, 2010
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.