DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant29 years in industry

B••••••• V• J••••••

Advisor at G•• F•••••••• S••••••• O• G•• F••••••••

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:25dda05a-fecd-eb26-573a-50915d7e1f73

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Oct 8, 1996 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: G•• F•••••••• S••••••• O• G•• F••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 4, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•• F•••••••• S••••••• O• G•• F••••••••	State registered	Feb 14, 2024	n/a	yes	AUSTIN, TX	Current employment
M••••• S••••••	Wirehouse	Jun 11, 2021	Feb 14, 2024	no	Austin, TX\|PURCHASE, NY\|San Antonio, TX\|Austin, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	G•• F•••••••• S••••••• O• G•• F••••••••	Feb 14, 2024	Feb 14, 2024	0	Firm change	Wirehouse to state RIA
F•••• C•••••• A••••••• S•••••••	M••••• S••••••	Jun 8, 2021	Jun 11, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
5475:281958:TX:2020-06-12	Jun 17, 2020	Dec 1, 2020	SAN ANTONIO, TX	Firm change

Relationships

Registered with (8)

→ G•• F•••••••• S••••••• O• G•• F••••••••Registered adviserregistration: current employment
Feb 14, 2024 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 11, 2021 to Feb 14, 2024factForm ADV
→ F•••• C•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Dec 1, 2020 to Jun 8, 2021factForm ADV
→ U••• I••••••••• S••••••• C••••••

Dated events

Occurred
Feb 14, 2024
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:25dda05a-fecd-eb26-573a-50915d7e1f73
First observed: Oct 8, 1996
Last observed: Sep 14, 2026 9 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.