DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

J•••• W•••• D••••••

Advisor at G•• S••••••••• I•••

••• Locked

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Search this name across graphsid dfx:ria:24fa7120-3845-d889-b332-51b9137d66fa

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 4, 2001 to Sep 19, 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•• S••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Feb 25, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•• S••••••••• I•••	Bd affiliated wealth	Jan 31, 2005	n/a	yes	PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|WEST BEND, WI	Current employment
P•• A•••• M••••••••• I••	n/a	Apr 4, 2001	Jan 31, 2005	no	DELAFIELD , WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• A•••• M••••••••• I••	G•• S••••••••• I•••	Jan 31, 2005	Jan 31, 2005	0	Firm change	Other

Relationships

Registered with (2)

→ G•• S••••••••• I•••Registered adviserregistration: current employment
Jan 31, 2005 to presentfactForm ADV
→ P•• A•••• M••••••••• I••Registered adviserregistration: previous registration
Apr 4, 2001 to Jan 31, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24fa7120-3845-d889-b332-51b9137d66fa
First observed: Apr 4, 2001
Last observed: Sep 19, 2026 4 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.