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

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RIA / WealthAdvisor28 years in industry

J••• G•••••

Advisor at P•••••• W••••• A•••••••• I•••

WOODLAND HILLS, CA

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Search this name across graphsid dfx:ria:25cbea10-c64f-20e8-8c02-97d182277daa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Dec 15, 1999 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: P•••••• W••••• A•••••••• I•••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 6, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms

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
P•••••• W••••• A•••••••• I•••	State registered	Jan 31, 2019	n/a	yes	WOODLAND HILLS, CA	Current employment
P•••••• W••••• A•••••••• I•••	State registered	Jun 15, 2009	Dec 31, 2018	no

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
G••• C•••• S••••••••• I•••	P•••••• W••••• A•••••••• I•••	Aug 31, 2009	Jun 15, 2009	-77	Firm change after gap	Other
W••••••• F•••••••• S•••••••• I•••	G••• C•••• S••••••••• I•••	Dec 31, 2007

Relationships

Registered with (6)

→ P•••••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 15, 2009 to Dec 31, 2018factForm ADV
→ G••• C•••• S••••••••• I•••Registered adviserregistration: previous registration
Jan 10, 2008 to Aug 31, 2009factForm ADV
→ W••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Nov 9, 2006 to Dec 31, 2007factForm ADV
→ W••••• S••••• S••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:25cbea10-c64f-20e8-8c02-97d182277daa
First observed: Dec 15, 1999
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.