DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

J•••••••• I•••••

Advisor at F••••

WEST PALM BEACH, FL | Lockport, IL

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Search this name across graphsid dfx:ria:134cbd61-f6b4-5dd8-c9e7-71a0a7cf883c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 6
On other graphs: 0
Observed: Aug 10, 2021 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: F••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••	Independent wealth	Apr 29, 2026	n/a	yes	Lockport, IL\|WEST PALM BEACH, FL	Current employment
G•••••••• F•••••••• G••••• L••	Independent wealth	Sep 4, 2025	Jan 27, 2026	no	OAKBROOK TERRACE, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••••• F•••••••• G••••• L••	F••••	Jan 27, 2026	Apr 29, 2026	92	Firm change	RIA to RIA
E••• F•••••••• A•••••••• L••	G•••••••• F•••••••• G••••• L••	Aug 15, 2025	Sep 4, 2025

Relationships

Registered with (7)

→ F••••Registered adviserregistration: current employment
Apr 29, 2026 to presentfactForm ADV
→ G•••••••• F•••••••• G••••• L••Registered adviserregistration: previous registration
Sep 4, 2025 to Jan 27, 2026factForm ADV
→ E••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 18, 2025 to Aug 15, 2025factForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••

Dated events

Occurred
Jan 27, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 15, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 26, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 23, 2024
Advisor changed firm

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:134cbd61-f6b4-5dd8-c9e7-71a0a7cf883c
First observed: Aug 10, 2021
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.