DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

J••••• A•••••• F••••••••

Advisor at D•••• F•••••••• A•••••••• I••

KENSINGTON, MD

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 30, 2004 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: D•••• F•••••••• A•••••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••• F•••••••• A•••••••• I••	Independent wealth	Jan 16, 2024	n/a	yes	KENSINGTON, MD	Current employment
B••••• G••••• A•••••• N••••••• L••	Independent wealth	Oct 19, 2017	Nov 9, 2021	no	Kensington, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• G••••• A•••••• N••••••• L••	D•••• F•••••••• A•••••••• I••	Nov 9, 2021	Jan 16, 2024	798	Firm change after gap	RIA to RIA
D•••• F•••••••• A•••••••• I••	B••••• G••••• A•••••• N••••••• L••	Dec 31, 2017	Oct 19, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
288833:121907:MD:2021-11-09	Nov 9, 2021	Jan 16, 2024	KENSINGTON, MD	Firm change after gap

Relationships

Registered with (2)

→ D•••• F•••••••• A•••••••• I••Registered adviserregistration: previous registration
Nov 30, 2004 to Dec 31, 2017factForm ADV
→ B••••• G••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
Oct 19, 2017 to Nov 9, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Nov 30, 2004
Last observed: Sep 14, 2026 10 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.