DFX Intelligence

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

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RIA / WealthAdvisor35 years in industry

G•••••• W••••• J•••••••

Advisor at O•• F•••••••• S••••••• L••

DEWITT, NY

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Search this name across graphsid dfx:ria:197562b8-92c2-11d8-137d-51ca7d98827f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 6, 1991 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: O•• F•••••••• S••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 6, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom 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
G••• J•••••••• L••	Independent wealth	May 20, 2026	n/a	yes	DEWITT, NY	Current employment
O•• F•••••••• S••••••• L••	Independent wealth	Aug 6, 2021	n/a	yes	DEWITT, NY	Current employment

Relationships

Registered with (2)

→ G••• J•••••••• L••Registered adviserregistration: current employment
May 20, 2026 to presentfactForm ADV
→ O•• F•••••••• S••••••• L••Registered adviserregistration: current employment
Aug 6, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:197562b8-92c2-11d8-137d-51ca7d98827f
First observed: Sep 6, 1991
Last observed: Sep 14, 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.