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RIA / WealthAdvisorCertified Financial Planner13 years in industry

JAY MILIND GOKHALE

Advisor at MASLOW WEALTH ADVISORS

AUSTIN, TX | Austin, TX

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Search this name across graphsid dfx:ria:24f10134-c8d6-122e-b396-230301782b8e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 31, 2018 to Sep 15, 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: MASLOW WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Mar 31, 2018
First registration: Mar 31, 2018
Dual registered: no
Other names: JAY MILLIND GOKHALE
IAPD individual key: 6659586

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MASLOW WEALTH ADVISORS	Independent wealth	Apr 5, 2024	n/a	yes	Austin, TX\|AUSTIN, TX	Current employment
BBR PARTNERS, LLC	Independent wealth	Aug 18, 2022	Jan 2, 2024	no	NEW YORK, NY\|Jersey City, NJ	Previous registration
MASLOW WEALTH ADVISORS	Independent wealth	Apr 14, 2020	Aug 23, 2022	no	AUSTIN, TX	Previous registration
REDBUD ADVISORS	Independent wealth	Apr 4, 2019	Feb 7, 2020	no	AUSTIN, TX	Previous registration
ADVICEPERIOD, LLC	Former SEC adviser	Mar 31, 2018	Apr 3, 2019	no	LOS ANGELES, CA\|AUSTIN, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BBR PARTNERS, LLC	MASLOW WEALTH ADVISORS	Jan 2, 2024	Apr 5, 2024	94	Firm change	RIA to RIA
MASLOW WEALTH ADVISORS	BBR PARTNERS, LLC	Aug 23, 2022	Aug 18, 2022	-5	Firm change	RIA to RIA
REDBUD ADVISORS	MASLOW WEALTH ADVISORS	Feb 7, 2020	Apr 14, 2020	67	Firm change	RIA to RIA
ADVICEPERIOD, LLC	REDBUD ADVISORS	Apr 3, 2019	Apr 4, 2019	1	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
169828:300477:TX:2019-04-02	Apr 3, 2019	Apr 4, 2019	AUSTIN, TX	Firm change

Relationships

Registered with (4)

→ MASLOW WEALTH ADVISORSRegistered adviserregistration: previous registration
Apr 14, 2020 to Aug 23, 2022factForm ADV
→ BBR PARTNERS, LLCRegistered adviserregistration: previous registration
Aug 18, 2022 to Jan 2, 2024factForm ADV
→ REDBUD ADVISORSRegistered adviserregistration: previous registration
Apr 4, 2019 to Feb 7, 2020factForm ADV
→ ADVICEPERIOD, LLCRegistered adviserregistration: previous registration
Mar 31, 2018 to Apr 3, 2019factForm ADV

Dated events

Occurred
Jan 2, 2024
Advisor changed firm
Jay Milind Gokhale left Bbr Partners, Llc for Maslow Wealth Advisors (registered 2024-04-05)
Form ADVobserved 6 days ago
Occurred
Aug 23, 2022
Advisor changed firm
Jay Milind Gokhale left Maslow Wealth Advisors for Bbr Partners, Llc (registered 2022-08-18)
Form ADVobserved 6 days ago