DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

J••••• D••••• B••••

Advisor at G••••• • C••••••

WESTBOROUGH, MA | SOUTHLAKE, TX

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Search this name across graphsid dfx:ria:235d074b-dc6f-e43a-6199-44042081b05e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Feb 8, 2023 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: G••••• • C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• • C••••••	Independent wealth	May 6, 2026	n/a	yes	WESTBOROUGH, MA\|SOUTHLAKE, TX	Current employment
M••••• G••••• A••••••• I•••	Independent wealth	Oct 23, 2025	May 12, 2026	no	DENVER, CO\|Garland, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• G••••• A••••••• I•••	G••••• • C••••••	May 12, 2026	May 6, 2026	-6	Firm change	RIA to RIA
S•••••••• W••••• I••••••••• G••••• L••	M••••• G••••• A••••••• I•••	Oct 15, 2025	Oct 23, 2025

Relationships

Registered with (5)

→ G••••• • C••••••Registered adviserregistration: current employment
May 6, 2026 to presentfactForm ADV
→ M••••• G••••• A••••••• I•••Registered adviserregistration: previous registration
Oct 23, 2025 to May 12, 2026factForm ADV
→ S•••••••• W••••• I••••••••• G••••• L••Registered adviserregistration: previous registration
Aug 29, 2025 to Oct 15, 2025factForm ADV
→ C•••••• I••••••••• A•••••••• L••

Dated events

Occurred
May 12, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Oct 15, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Aug 19, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Apr 19, 2023
Advisor changed firm

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:235d074b-dc6f-e43a-6199-44042081b05e
First observed: Feb 8, 2023
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.