DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

C••••• J••••• G•••••••

Advisor at E•• P•••••• W••••• M••••••••• ••••••••• C••••

MIAMI, FL

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:27b001a3-d162-5f58-0224-c94da8ee99de

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 1
Observed: Feb 5, 2018 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

C••••• J••••• G•••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: E•• P•••••• W••••• M••••••••• ••••••••• C••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•• P•••••• W••••• M••••••••• ••••••••• C••••	Mixed wealth	Nov 21, 2023	n/a	yes	MIAMI, FL	Current employment
A••••• A••••••• L••	Mixed wealth	Jan 12, 2024	Dec 31, 2024	no	MIAMI, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• A••••••• L••	n/a	Dec 31, 2024	n/a	n/a	Departure no registered destination	Departure
K••••• I••••••••• A••••••• I•••	E•• P•••••• W••••• M••••••••• ••••••••• C••••	Nov 21, 2019	Jan 9, 2020	49

Relationships

Registered with (4)

→ E•• P•••••• W••••• M••••••••• ••••••••• C••••Registered adviserregistration: previous registration
Jan 9, 2020 to Oct 9, 2020factForm ADV
→ A••••• A••••••• L••Registered adviserregistration: previous registration
Jan 12, 2024 to Dec 31, 2024factForm ADV
→ K••••• I••••••••• A••••••• I•••Registered adviserregistration: previous registration
Jul 3, 2019 to Nov 21, 2019factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

Occurred
Apr 13, 2026
Advisor owns new adviser
••• Locked
Form ADVobserved 7 days ago
Occurred
Sep 16, 2025
Advisor owns new adviser
••• Locked
Form ADVobserved 7 days ago
Occurred
Dec 31, 2024
Advisor departed, no destination yet
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27b001a3-d162-5f58-0224-c94da8ee99de
First observed: Feb 5, 2018
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.