DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)27 years in industry

J••• W••••• G••••

Advisor at T•• A•••••••• G••••

LAS VEGAS, NV | Houston, TX

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Search this name across graphsid dfx:ria:194877b3-d30c-f584-4f9a-332ba1b4055d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 20, 2003 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: T•• A•••••••• G••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 17, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• A•••••••• G••••	Bd affiliated wealth	May 26, 2026	n/a	yes	LAS VEGAS, NV\|Houston, TX	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Jan 24, 2025	May 29, 2026	no	HOUSTON, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	T•• A•••••••• G••••	May 29, 2026	May 26, 2026	-3	Firm change	Ibd to ibd
O•••• F•• I•••	O•••• W•••••• I•••	Jan 24, 2025	Jan 24, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
23131:305585:TX:2026-05-29	May 29, 2026	May 26, 2026	HOUSTON, TX	Firm change

Relationships

Registered with (4)

→ T•• A•••••••• G••••Registered adviserregistration: current employment
May 26, 2026 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Jan 24, 2025 to May 29, 2026factForm ADV
→ O•••• F•• I•••Registered adviserregistration: previous registration
Dec 21, 2007 to Jan 24, 2025factForm ADV
→ 1••• C•••••• M••••••••• C••••••Registered adviser

Dated events

Occurred
May 29, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:194877b3-d30c-f584-4f9a-332ba1b4055d
First observed: Oct 20, 2003
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.