DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

J••••••• G••••••

Advisor at S•••••••• A••••••• L••

LEESBURG, VA | TYSONS CORNER, VA

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Search this name across graphsid dfx:ria:1763def2-f870-6a48-1774-640feecdb6e8

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Apr 19, 2013 to Sep 19, 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••••••• L••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Apr 18, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••••• A••••••• L••	National bd RIA	Mar 31, 2025	n/a	yes	LEESBURG, VA\|TYSONS CORNER, VA	Current employment
F••••••• P••••••• A•• W•••••••• A•••••••	Former SEC adviser	Mar 17, 2022	Mar 31, 2025	no	LANSDOWNE, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••• P••••••• A•• W•••••••• A•••••••	S•••••••• A••••••• L••	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
R•• C•••••• M••••••• L••	F••••••• P••••••• A•• W•••••••• A•••••••	Mar 2, 2022	Mar 17, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
8174:31194:VA:2020-06-10	Jun 10, 2020	Jun 1, 2020	MCLEAN, VA	Firm change

Relationships

Registered with (8)

→ S•••••••• A••••••• L••Registered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Mar 17, 2022 to Mar 31, 2025factForm ADV
→ R•• C•••••• M••••••• L••Registered adviserregistration: previous registration
Jun 1, 2020 to Mar 2, 2022factForm ADV
→ U•• F•••••••• S••••••• I•••

Dated events

Occurred
Mar 2, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1763def2-f870-6a48-1774-640feecdb6e8
First observed: Apr 19, 2013
Last observed: Sep 19, 2026 4 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.