DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant41 years in industry

G••••• T••••• P•••

Advisor at T•• J••••••• G••••• I•••

WINTERVILLE, NC

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Search this name across graphsid dfx:ria:24db0c43-1c6c-c6ac-3251-d986eb0acf40

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 31, 2001 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•• J••••••• G••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 4, 1984earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• J••••••• G••••• I•••	State registered	Dec 7, 2009	n/a	yes	WINTERVILLE, NC	Current employment
A•••••••• C•••••• M•••••••••	Independent wealth	Jul 1, 2017	Dec 14, 2018	no	Ayden, NC\|CORNELIUS, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••• P•••••••	A•••••••• C•••••• M•••••••••	Jun 27, 2025	Jul 1, 2017	-2,918	Firm change after gap	Other
A•••••••• C•••••• M•••••••••	n/a	Dec 14, 2018	n/a	n/a

Relationships

Registered with (4)

→ T•• J••••••• G••••• I•••Registered adviserregistration: current employment
Dec 7, 2009 to presentfactForm ADV
→ S••••••• P•••••••Registered adviserregistration: previous registration
Nov 1, 2013 to Jun 27, 2025factForm ADV
→ A•••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Jul 1, 2017 to Dec 14, 2018factForm ADV
→ O•••• F•• I•••

Dated events

Occurred
Jun 27, 2025
Advisor changed firm
G••••• T••••• P••• left S••••••• P••••••• for A•••••••• C•••••• M••••••••• (registered 2017-07-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24db0c43-1c6c-c6ac-3251-d986eb0acf40
First observed: Dec 31, 2001
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.