DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor20 years in industry

C••••• J••• G•••••••••

Advisor at B••••• W••••• P•••••••• I•••

Encinitas, CA | SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0d955bb5-148d-1893-70a1-910269d15f7e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 27, 2006 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: B••••• W••••• P•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 26, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• W••••• P•••••••• I•••	Independent wealth	Aug 21, 2024	n/a	yes	SCOTTSDALE, AZ\|Encinitas, CA	Current employment
W•••• F•••• A•••••••	Wirehouse	Jun 18, 2013	Jul 29, 2016	no	PRINCETON, NJ\|HADDON TOWNSHIP, NJ\|EL SEGUNDO, CA\|REDONDO BEACH, CA\|TORRANCE, CA\|HIGHTSTOWN, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	B••••• W••••• P•••••••• I•••	Jul 29, 2016	Aug 21, 2024	2,945	Firm change after gap	Wirehouse to RIA
U•• F•••••••• S••••••• I•••	W•••• F•••• A•••••••	Jun 24, 2013	Jun 18, 2013

Relationships

Registered with (4)

→ B••••• W••••• P•••••••• I•••Registered adviserregistration: current employment
Aug 21, 2024 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jun 18, 2013 to Jul 29, 2016factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Oct 21, 2010 to Jun 24, 2013factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0d955bb5-148d-1893-70a1-910269d15f7e
First observed: Jan 27, 2006
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.