DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

J••• M••••• C•••••• G•••••••

Advisor at S••••••••• A•••••••• I•••

••• Locked

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Search this name across graphsid dfx:ria:0cfbd9fe-c873-733b-764d-4ac734ad4d49

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 1, 2015 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: S••••••••• A•••••••• I•••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••••• A•••••••• I•••	Mixed wealth	Feb 22, 2022	n/a	yes	AUSTIN, TX\|San Jose	Current employment
I•••••••• L••	Independent wealth	Oct 26, 2020	n/a	yes	HOUSTON, TX	Current employment

Relationships

Registered with (2)

→ S••••••••• A•••••••• I•••Registered adviserregistration: current employment
Feb 22, 2022 to presentfactForm ADV
→ I•••••••• L••Registered adviserregistration: current employment
Oct 26, 2020 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0cfbd9fe-c873-733b-764d-4ac734ad4d49
First observed: Mar 1, 2015
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.