DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

J•••••• E•••• B••••••

Advisor at G•••••• W••••• P•••••••• L••

PLYMOUTH MEETING, PA | FERNANDINA BEACH, FL

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Search this name across graphsid dfx:ria:2755b78e-60d4-756e-31b3-1e1ea3792108

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 12, 2012 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: G•••••• W••••• P•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 11, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••• W••••• P•••••••• L••	State registered	Dec 7, 2012	n/a	yes	PLYMOUTH MEETING, PA\|FERNANDINA BEACH, FL	Current employment
H•••••• T••••••• • K•••• L••	Independent wealth	Jan 12, 2012	Jan 8, 2013	no	LOWER G••••••, PA\|LANSDALE, PA\|GLEN ROCK, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••• T••••••• • K•••• L••	G•••••• W••••• P•••••••• L••	Jan 8, 2013	Dec 7, 2012	-32	Firm change after gap	Other

Relationships

Registered with (2)

→ G•••••• W••••• P•••••••• L••Registered adviserregistration: current employment
Dec 7, 2012 to presentfactForm ADV
→ H•••••• T••••••• • K•••• L••Registered adviserregistration: previous registration
Jan 12, 2012 to Jan 8, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2755b78e-60d4-756e-31b3-1e1ea3792108
First observed: Jan 12, 2012
Last observed: Sep 15, 2026 7 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.